SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

MCDONALD PARTNERS LLC's Holding History (CIK: 0001331074)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,618 Value ($000) $660 Avg Close — Range —
Q3 2025
Shares 12,506 Value ($000) $692 Avg Close — Range —
Q2 2025
Shares 13,348 Value ($000) $699 Avg Close — Range —
Q1 2025
Shares 12,651 Value ($000) $646 Avg Close — Range —
Q4 2024
Shares 12,733 Value ($000) $651 Avg Close — Range —
Q3 2024
Shares 12,525 Value ($000) $662 Avg Close — Range —
Q2 2024
Shares 12,452 Value ($000) $607 Avg Close — Range —
Q1 2024
Shares 12,196 Value ($000) $611 Avg Close — Range —
Q4 2023
Shares 12,191 Value ($000) $568 Avg Close — Range —
Q3 2023
Shares 12,186 Value ($000) $503 Avg Close — Range —
Q2 2023
Shares 13,782 Value ($000) $595 Avg Close — Range —
Q1 2023
Shares 14,819 Value ($000) $603 Avg Close — Range —
Q4 2022
Shares 14,965 Value ($000) $582 Avg Close — Range —
Q3 2022
Shares 15,474 Value ($000) $534 Avg Close — Range —
Q2 2022
Shares 15,553 Value ($000) $573 Avg Close — Range —
Q1 2022
Shares 16,210 Value ($000) $677 Avg Close — Range —
Q3 2021
Shares 15,998 Value ($000) $624 Avg Close — Range —
Q2 2021
Shares 14,190 Value ($000) $561 Avg Close — Range —
Q1 2021
Shares 14,455 Value ($000) $548 Avg Close — Range —
Q4 2020
Shares 14,744 Value ($000) $507 Avg Close — Range —