SPDR SER TR

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

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 53,379 Value ($000) $3,032 Avg Close — Range —
Q3 2025
Shares 41,209 Value ($000) $2,280 Avg Close — Range —
Q2 2025
Shares 35,900 Value ($000) $1,879 Avg Close — Range —
Q1 2025
Shares 27,766 Value ($000) $1,418 Avg Close — Range —
Q4 2024
Shares 1,553,951 Value ($000) $79,469 Avg Close — Range —
Q3 2024
Shares 25,423 Value ($000) $1,344 Avg Close — Range —
Q2 2024
Shares 23,911 Value ($000) $1,165 Avg Close — Range —
Q1 2024
Shares 22,279 Value ($000) $1,116 Avg Close — Range —
Q4 2023
Shares 8,457 Value ($000) $394 Avg Close — Range —
Q1 2020
Shares 14,249 Value ($000) $368 Avg Close — Range —
Q4 2019
Shares 35,641 Value ($000) $1,244 Avg Close — Range —