SPDR SER TR

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

Prism Advisors, Inc.'s Holding History (CIK: 0001717027)

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

Q4 2025
Shares 55,211 Value ($000) $3,137 Avg Close — Range —
Q3 2025
Shares 55,367 Value ($000) $3,063 Avg Close — Range —
Q2 2025
Shares 56,424 Value ($000) $2,953 Avg Close — Range —
Q1 2025
Shares 62,892 Value ($000) $3,212 Avg Close — Range —
Q4 2024
Shares 379,513 Value ($000) $19,408 Avg Close — Range —
Q3 2024
Shares 376,817 Value ($000) $19,919 Avg Close — Range —
Q2 2024
Shares 383,889 Value ($000) $18,711 Avg Close — Range —
Q1 2024
Shares 390,449 Value ($000) $19,561 Avg Close — Range —
Q4 2023
Shares 388,189 Value ($000) $18,101 Avg Close — Range —
Q3 2023
Shares 398,633 Value ($000) $16,448 Avg Close — Range —
Q4 2017
Shares 38,765 Value ($000) $1,189 Avg Close — Range —