SPDR SER TR

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

Westside Investment Management, Inc.'s Holding History (CIK: 0001538383)

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

Q4 2025
Shares 1,438 Value ($000) $82 Avg Close Range
Q3 2025
Shares 1,438 Value ($000) $80 Avg Close Range
Q2 2025
Shares 1,044 Value ($000) $55 Avg Close Range
Q1 2025
Shares 1,044 Value ($000) $53 Avg Close Range
Q4 2024
Shares 1,103 Value ($000) $56 Avg Close Range
Q3 2024
Shares 1,103 Value ($000) $58 Avg Close Range
Q2 2024
Shares 1,257 Value ($000) $61 Avg Close Range
Q1 2024
Shares 1,257 Value ($000) $63 Avg Close Range
Q4 2023
Shares 1,320 Value ($000) $62 Avg Close Range
Q3 2023
Shares 1,320 Value ($000) $54 Avg Close Range
Q2 2023
Shares 1,372 Value ($000) $59 Avg Close Range
Q1 2023
Shares 1,875 Value ($000) $76 Avg Close Range
Q4 2022
Shares 1,875 Value ($000) $0 Avg Close Range
Q3 2022
Shares 1,875 Value ($000) $64 Avg Close Range
Q2 2022
Shares 1,875 Value ($000) $69 Avg Close Range
Q1 2022
Shares 1,875 Value ($000) $78 Avg Close Range
Q4 2021
Shares 2,028 Value ($000) $85 Avg Close Range
Q3 2021
Shares 2,028 Value ($000) $79 Avg Close Range
Q2 2021
Shares 1,629 Value ($000) $64 Avg Close Range