SPDR SER TR

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

Cascade Investment Advisors, Inc.'s Holding History (CIK: 0001681490)

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

Q4 2025
Shares 7,725 Value ($000) $439 Avg Close Range
Q3 2025
Shares 7,275 Value ($000) $403 Avg Close Range
Q2 2025
Shares 7,275 Value ($000) $381 Avg Close Range
Q1 2025
Shares 7,400 Value ($000) $378 Avg Close Range
Q4 2024
Shares 7,480 Value ($000) $383 Avg Close Range
Q3 2024
Shares 7,480 Value ($000) $395 Avg Close Range
Q2 2024
Shares 7,380 Value ($000) $360 Avg Close Range
Q1 2024
Shares 7,330 Value ($000) $367 Avg Close Range
Q4 2023
Shares 7,080 Value ($000) $330 Avg Close Range