SPDR SER TR

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

DONALDSON CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001487438)

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

Q4 2025
Shares 4,178 Value ($000) $237 Avg Close Range
Q3 2025
Shares 4,192 Value ($000) $232 Avg Close Range
Q2 2025
Shares 4,244 Value ($000) $222 Avg Close Range
Q1 2025
Shares 4,244 Value ($000) $217 Avg Close Range
Q4 2024
Shares 4,317 Value ($000) $221 Avg Close Range
Q3 2023
Shares 8,421 Value ($000) $347 Avg Close Range
Q1 2022
Shares 11,727 Value ($000) $490 Avg Close Range
Q4 2021
Shares 8,300 Value ($000) $349 Avg Close Range
Q1 2021
Shares 6,000 Value ($000) $227 Avg Close Range