SPDR SER TR

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

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001352860)

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

Q4 2025
Shares 8,058 Value ($000) $458 Avg Close — Range —
Q3 2025
Shares 8,346 Value ($000) $462 Avg Close — Range —
Q2 2025
Shares 8,590 Value ($000) $450 Avg Close — Range —
Q1 2025
Shares 8,640 Value ($000) $441 Avg Close — Range —
Q4 2024
Shares 8,551 Value ($000) $437 Avg Close — Range —
Q3 2024
Shares 8,651 Value ($000) $457 Avg Close — Range —
Q2 2024
Shares 8,726 Value ($000) $425 Avg Close — Range —
Q1 2024
Shares 8,809 Value ($000) $441 Avg Close — Range —
Q4 2023
Shares 8,893 Value ($000) $415 Avg Close — Range —
Q3 2023
Shares 9,547 Value ($000) $394 Avg Close — Range —
Q2 2023
Shares 9,892 Value ($000) $427 Avg Close — Range —
Q1 2023
Shares 9,601 Value ($000) $391 Avg Close — Range —
Q4 2022
Shares 9,601 Value ($000) $373 Avg Close — Range —
Q3 2022
Shares 10,226 Value ($000) $353 Avg Close — Range —
Q2 2022
Shares 9,227 Value ($000) $340 Avg Close — Range —
Q1 2022
Shares 9,227 Value ($000) $385 Avg Close — Range —
Q4 2021
Shares 9,261 Value ($000) $389 Avg Close — Range —
Q3 2021
Shares 10,911 Value ($000) $426 Avg Close — Range —
Q2 2021
Shares 10,111 Value ($000) $400 Avg Close — Range —