SPDR SER TR

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

Accredited Investors Inc.'s Holding History (CIK: 0001518364)

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

Q4 2025
Shares 732,955 Value ($000) $41,639 Avg Close Range
Q3 2025
Shares 767,507 Value ($000) $42,466 Avg Close Range
Q2 2025
Shares 788,483 Value ($000) $41,269 Avg Close Range
Q1 2025
Shares 826,968 Value ($000) $42,233 Avg Close Range
Q4 2024
Shares 847,176 Value ($000) $43,325 Avg Close Range
Q3 2024
Shares 863,821 Value ($000) $45,662 Avg Close Range
Q2 2024
Shares 879,297 Value ($000) $42,857 Avg Close Range
Q1 2024
Shares 909,520 Value ($000) $45,567 Avg Close Range
Q4 2023
Shares 958,876 Value ($000) $44,712 Avg Close Range
Q3 2023
Shares 1,018,665 Value ($000) $42,030 Avg Close Range
Q2 2023
Shares 1,931,723 Value ($000) $83,450 Avg Close Range
Q1 2023
Shares 1,948,606 Value ($000) $79,347 Avg Close Range
Q4 2022
Shares 1,861,779 Value ($000) $72,405 Avg Close Range
Q3 2022
Shares 1,216,450 Value ($000) $41,955 Avg Close Range
Q2 2022
Shares 1,232,112 Value ($000) $45,366 Avg Close Range
Q1 2022
Shares 1,852,090 Value ($000) $77,325 Avg Close Range
Q4 2021
Shares 1,822,546 Value ($000) $76,547 Avg Close Range
Q3 2021
Shares 1,790,394 Value ($000) $69,825 Avg Close Range
Q2 2021
Shares 1,750,976 Value ($000) $69,234 Avg Close Range
Q1 2021
Shares 1,708,517 Value ($000) $64,753 Avg Close Range
Q4 2020
Shares 1,617,467 Value ($000) $55,625 Avg Close Range
Q3 2020
Shares 1,604,123 Value ($000) $48,445 Avg Close Range
Q2 2020
Shares 1,567,209 Value ($000) $45,418 Avg Close Range
Q1 2020
Shares 1,917,712 Value ($000) $49,554 Avg Close Range
Q4 2019
Shares 1,455,499 Value ($000) $50,811 Avg Close Range
Q3 2019
Shares 1,068,905 Value ($000) $34,162 Avg Close Range
Q2 2019
Shares 1,030,697 Value ($000) $32,240 Avg Close Range
Q1 2019
Shares 988,337 Value ($000) $29,927 Avg Close Range
Q4 2018
Shares 902,782 Value ($000) $24,520 Avg Close Range
Q3 2018
Shares 434,020 Value ($000) $13,507 Avg Close Range