SPDR SER TR

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

FineMark National Bank & Trust's Holding History (CIK: 0001537720)

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

Q4 2025
Shares 39,221 Value ($000) $2,228 Avg Close Range
Q3 2025
Shares 12,655 Value ($000) $700 Avg Close Range
Q2 2025
Shares 5,665 Value ($000) $297 Avg Close Range
Q1 2025
Shares 7,852 Value ($000) $401 Avg Close Range
Q4 2024
Shares 3,967 Value ($000) $203 Avg Close Range
Q1 2022
Shares 5,340 Value ($000) $223 Avg Close Range
Q4 2021
Shares 5,668 Value ($000) $238 Avg Close Range
Q3 2021
Shares 5,668 Value ($000) $221 Avg Close Range
Q2 2021
Shares 5,921 Value ($000) $234 Avg Close Range
Q1 2021
Shares 8,850 Value ($000) $335 Avg Close Range