SPDR SER TR

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

TPG Financial Advisors, LLC's Holding History (CIK: 0001706669)

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

Q4 2025
Shares 377,965 Value ($000) $21,472 Avg Close — Range —
Q3 2025
Shares 328,592 Value ($000) $18,181 Avg Close — Range —
Q2 2025
Shares 324,686 Value ($000) $16,994 Avg Close — Range —
Q1 2025
Shares 352,246 Value ($000) $17,989 Avg Close — Range —
Q4 2024
Shares 370,741 Value ($000) $18,960 Avg Close — Range —
Q3 2024
Shares 351,544 Value ($000) $18,583 Avg Close — Range —
Q2 2024
Shares 340,847 Value ($000) $16,613 Avg Close — Range —
Q4 2023
Shares 321,705 Value ($000) $15,101 Avg Close — Range —
Q3 2023
Shares 322,656 Value ($000) $13,313 Avg Close — Range —
Q2 2023
Shares 310,454 Value ($000) $13,412 Avg Close — Range —
Q1 2023
Shares 296,006 Value ($000) $12,053 Avg Close — Range —
Q4 2022
Shares 281,233 Value ($000) $10,937 Avg Close — Range —
Q3 2022
Shares 297,872 Value ($000) $10,274 Avg Close — Range —
Q2 2022
Shares 346,638 Value ($000) $12,763 Avg Close — Range —
Q1 2022
Shares 337,391 Value ($000) $14,086 Avg Close — Range —
Q4 2021
Shares 339,546 Value ($000) $14,261 Avg Close — Range —
Q3 2021
Shares 254,458 Value ($000) $9,924 Avg Close — Range —
Q2 2021
Shares 214,169 Value ($000) $8,468 Avg Close — Range —
Q1 2021
Shares 272,907 Value ($000) $10,343 Avg Close — Range —
Q4 2020
Shares 289,632 Value ($000) $9,960 Avg Close — Range —
Q3 2020
Shares 241,594 Value ($000) $7,296 Avg Close — Range —
Q2 2020
Shares 247,629 Value ($000) $7,176 Avg Close — Range —
Q1 2020
Shares 237,925 Value ($000) $6,148 Avg Close — Range —
Q4 2019
Shares 247,481 Value ($000) $8,640 Avg Close — Range —
Q3 2019
Shares 240,073 Value ($000) $7,673 Avg Close — Range —
Q2 2019
Shares 235,110 Value ($000) $7,469 Avg Close — Range —
Q1 2019
Shares 319,646 Value ($000) $9,804 Avg Close — Range —
Q4 2018
Shares 202,062 Value ($000) $5,488 Avg Close — Range —