SPDR SER TR

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

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025
Shares 4,282 Value ($000) $243 Avg Close — Range —
Q3 2025
Shares 4,273 Value ($000) $236 Avg Close — Range —
Q2 2025
Shares 4,975 Value ($000) $260 Avg Close — Range —
Q4 2024
Shares 19,038 Value ($000) $974 Avg Close — Range —
Q3 2024
Shares 125,248 Value ($000) $6,580 Avg Close — Range —
Q2 2024
Shares 15,839 Value ($000) $772 Avg Close — Range —
Q1 2024
Shares 6,920 Value ($000) $286 Avg Close — Range —
Q4 2023
Shares 112,481 Value ($000) $5,245 Avg Close — Range —
Q3 2023
Shares 6,920 Value ($000) $286 Avg Close — Range —
Q2 2023
Shares 9,102 Value ($000) $393 Avg Close — Range —
Q1 2023
Shares 9,945 Value ($000) $405 Avg Close — Range —
Q4 2022
Shares 211,942 Value ($000) $8,242 Avg Close — Range —
Q3 2022
Shares 9,072 Value ($000) $313 Avg Close — Range —
Q2 2022
Shares 13,221 Value ($000) $487 Avg Close — Range —
Q1 2022
Shares 14,312 Value ($000) $599 Avg Close — Range —
Q4 2021
Shares 19,748 Value ($000) $830 Avg Close — Range —
Q3 2021
Shares 19,674 Value ($000) $768 Avg Close — Range —
Q2 2021
Shares 19,705 Value ($000) $780 Avg Close — Range —
Q1 2021
Shares 58,799 Value ($000) $2,229 Avg Close — Range —
Q4 2020
Shares 8,343 Value ($000) $288 Avg Close — Range —
Q3 2020
Shares 10,565 Value ($000) $316 Avg Close — Range —
Q2 2020
Shares 7,325 Value ($000) $214 Avg Close — Range —
Q4 2019
Shares 205,791 Value ($000) $7,185 Avg Close — Range —
Q3 2019
Shares 116,430 Value ($000) $3,722 Avg Close — Range —