SPDR SER TR

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

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2024
Shares 9,955 Value ($000) $509 Avg Close Range
Q3 2024
Shares 6,781 Value ($000) $358 Avg Close Range
Q2 2024
Shares 7,076 Value ($000) $345 Avg Close Range
Q1 2024
Shares 7,558 Value ($000) $379 Avg Close Range
Q4 2023
Shares 7,942 Value ($000) $370 Avg Close Range
Q3 2023
Shares 7,942 Value ($000) $328 Avg Close Range
Q2 2023
Shares 9,912 Value ($000) $428 Avg Close Range
Q1 2023
Shares 10,710 Value ($000) $436 Avg Close Range
Q4 2022
Shares 11,002 Value ($000) $428 Avg Close Range
Q3 2022
Shares 11,788 Value ($000) $407 Avg Close Range
Q2 2022
Shares 13,014 Value ($000) $479 Avg Close Range
Q4 2019
Shares 7,741 Value ($000) $270 Avg Close Range