SPDR SER TR

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

Mutual Advisors, LLC's Holding History (CIK: 0001694080)

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

Q4 2025
Shares 123,997 Value ($000) $7,044 Avg Close Range
Q3 2025
Shares 122,835 Value ($000) $6,871 Avg Close Range
Q2 2025
Shares 119,455 Value ($000) $6,422 Avg Close Range
Q1 2025
Shares 112,749 Value ($000) $5,502 Avg Close Range
Q4 2024
Shares 23,823 Value ($000) $1,231 Avg Close Range
Q3 2024
Shares 24,920 Value ($000) $1,322 Avg Close Range
Q2 2024
Shares 24,396 Value ($000) $1,238 Avg Close Range
Q1 2024
Shares 69,742 Value ($000) $3,494 Avg Close Range
Q4 2023
Shares 18,986 Value ($000) $885 Avg Close Range
Q3 2023
Shares 22,318 Value ($000) $921 Avg Close Range
Q2 2023
Shares 21,262 Value ($000) $919 Avg Close Range
Q1 2023
Shares 21,331 Value ($000) $869 Avg Close Range
Q4 2022
Shares 21,760 Value ($000) $846 Avg Close Range
Q3 2022
Shares 18,512 Value ($000) $638 Avg Close Range
Q2 2022
Shares 9,157 Value ($000) $337 Avg Close Range
Q1 2022
Shares 8,948 Value ($000) $374 Avg Close Range
Q4 2021
Shares 8,944 Value ($000) $376 Avg Close Range
Q3 2021
Shares 8,938 Value ($000) $349 Avg Close Range
Q2 2021
Shares 5,297 Value ($000) $209 Avg Close Range
Q4 2020
Shares 6,680 Value ($000) $230 Avg Close Range
Q2 2020
Shares 8,339 Value ($000) $242 Avg Close Range
Q1 2020
Shares 13,290 Value ($000) $343 Avg Close Range
Q4 2019
Shares 99,689 Value ($000) $3,480 Avg Close Range
Q3 2019
Shares 88,461 Value ($000) $2,827 Avg Close Range
Q2 2019
Shares 79,591 Value ($000) $2,490 Avg Close Range
Q1 2019
Shares 72,813 Value ($000) $2,205 Avg Close Range