SPDR SER TR

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

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 43,727 Value ($000) $2,484 Avg Close — Range —
Q3 2025
Shares 42,576 Value ($000) $2,356 Avg Close — Range —
Q2 2025
Shares 42,431 Value ($000) $2,221 Avg Close — Range —
Q1 2025
Shares 48,598 Value ($000) $2,482 Avg Close — Range —
Q4 2024
Shares 47,282 Value ($000) $2,418 Avg Close — Range —
Q3 2024
Shares 28,610 Value ($000) $1,512 Avg Close — Range —
Q2 2024
Shares 26,002 Value ($000) $1,267 Avg Close — Range —
Q1 2024
Shares 25,018 Value ($000) $1,253 Avg Close — Range —
Q4 2023
Shares 24,637 Value ($000) $1,149 Avg Close — Range —
Q3 2023
Shares 9,042 Value ($000) $373 Avg Close — Range —
Q2 2023
Shares 33,476 Value ($000) $1,446 Avg Close — Range —