SPDR SER TR

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

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 2,494 Value ($000) $142 Avg Close — Range —
Q3 2025
Shares 2,494 Value ($000) $138 Avg Close — Range —
Q2 2025
Shares 2,200 Value ($000) $115 Avg Close — Range —
Q1 2025
Shares 2,200 Value ($000) $112 Avg Close — Range —
Q4 2024
Shares 2,200 Value ($000) $113 Avg Close — Range —
Q3 2024
Shares 2,200 Value ($000) $116 Avg Close — Range —
Q2 2024
Shares 2,200 Value ($000) $107 Avg Close — Range —
Q1 2024
Shares 2,200 Value ($000) $110 Avg Close — Range —
Q4 2023
Shares 2,200 Value ($000) $103 Avg Close — Range —
Q3 2023
Shares 2,200 Value ($000) $91 Avg Close — Range —
Q2 2023
Shares 2,200 Value ($000) $95 Avg Close — Range —
Q1 2023
Shares 2,200 Value ($000) $90 Avg Close — Range —
Q4 2022
Shares 2,200 Value ($000) $86 Avg Close — Range —
Q3 2022
Shares 2,200 Value ($000) $76 Avg Close — Range —
Q2 2022
Shares 2,200 Value ($000) $81 Avg Close — Range —