SPDR SER TR

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

Tortoise Investment Management, LLC's Holding History (CIK: 0001599511)

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

Q3 2025
Shares 430 Value ($000) $24 Avg Close Range
Q2 2025
Shares 430 Value ($000) $23 Avg Close Range
Q1 2025
Shares 430 Value ($000) $22 Avg Close Range
Q4 2024
Shares 1,330 Value ($000) $68 Avg Close Range
Q3 2024
Shares 1,330 Value ($000) $70 Avg Close Range
Q2 2024
Shares 1,330 Value ($000) $65 Avg Close Range
Q1 2024
Shares 900 Value ($000) $45 Avg Close Range
Q4 2023
Shares 900 Value ($000) $42 Avg Close Range
Q3 2023
Shares 670 Value ($000) $28 Avg Close Range
Q2 2023
Shares 1,175 Value ($000) $51 Avg Close Range
Q1 2023
Shares 1,175 Value ($000) $48 Avg Close Range
Q4 2022
Shares 1,175 Value ($000) $46 Avg Close Range
Q3 2022
Shares 1,175 Value ($000) $41 Avg Close Range
Q2 2022
Shares 1,178 Value ($000) $43 Avg Close Range
Q1 2022
Shares 1,058 Value ($000) $44 Avg Close Range
Q4 2021
Shares 1,058 Value ($000) $44 Avg Close Range
Q3 2021
Shares 1,858 Value ($000) $72 Avg Close Range
Q2 2021
Shares 1,858 Value ($000) $73 Avg Close Range
Q1 2021
Shares 1,353 Value ($000) $51 Avg Close Range
Q4 2020
Shares 1,353 Value ($000) $47 Avg Close Range
Q3 2020
Shares 1,353 Value ($000) $41 Avg Close Range
Q2 2020
Shares 1,353 Value ($000) $39 Avg Close Range
Q1 2020
Shares 973 Value ($000) $25 Avg Close Range
Q4 2019
Shares 973 Value ($000) $34 Avg Close Range
Q3 2019
Shares 973 Value ($000) $31 Avg Close Range
Q2 2019
Shares 973 Value ($000) $30 Avg Close Range
Q1 2019
Shares 973 Value ($000) $29 Avg Close Range
Q4 2018
Shares 970 Value ($000) $26 Avg Close Range
Q3 2018
Shares 800 Value ($000) $25 Avg Close Range