SPDR SER TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 53,492 Value ($000) $3,039 Avg Close — Range —
Q3 2025
Shares 54,365 Value ($000) $3,008 Avg Close — Range —
Q2 2025
Shares 51,332 Value ($000) $2,687 Avg Close — Range —
Q1 2025
Shares 53,890 Value ($000) $2,752 Avg Close — Range —
Q4 2024
Shares 54,662 Value ($000) $2,795 Avg Close — Range —
Q3 2024
Shares 57,802 Value ($000) $3,055 Avg Close — Range —
Q2 2024
Shares 53,582 Value ($000) $2,612 Avg Close — Range —
Q1 2024
Shares 55,177 Value ($000) $2,764 Avg Close — Range —
Q4 2023
Shares 56,106 Value ($000) $2,616 Avg Close — Range —
Q3 2023
Shares 70,343 Value ($000) $2,902 Avg Close — Range —
Q2 2023
Shares 66,035 Value ($000) $2,853 Avg Close — Range —
Q1 2023
Shares 63,610 Value ($000) $2,590 Avg Close — Range —
Q4 2022
Shares 62,843 Value ($000) $2,444 Avg Close — Range —
Q3 2022
Shares 38,714 Value ($000) $1,335 Avg Close — Range —
Q2 2022
Shares 37,929 Value ($000) $1,397 Avg Close — Range —
Q1 2022
Shares 31,094 Value ($000) $1,298 Avg Close — Range —
Q4 2021
Shares 22,316 Value ($000) $937 Avg Close — Range —
Q3 2021
Shares 24,306 Value ($000) $948 Avg Close — Range —
Q2 2021
Shares 21,706 Value ($000) $858 Avg Close — Range —
Q1 2021
Shares 22,131 Value ($000) $838,773 Avg Close — Range —
Q4 2020
Shares 15,588 Value ($000) $536 Avg Close — Range —
Q3 2020
Shares 15,591 Value ($000) $471 Avg Close — Range —
Q2 2020
Shares 15,436 Value ($000) $447 Avg Close — Range —
Q1 2020
Shares 20,440 Value ($000) $528 Avg Close — Range —
Q4 2019
Shares 97,057 Value ($000) $3,388 Avg Close — Range —
Q3 2019
Shares 90,780 Value ($000) $2,901 Avg Close — Range —
Q2 2019
Shares 90,132 Value ($000) $2,819 Avg Close — Range —
Q1 2019
Shares 76,665 Value ($000) $2,321 Avg Close — Range —
Q4 2018
Shares 127,757 Value ($000) $3,469 Avg Close — Range —
Q3 2018
Shares 35,491 Value ($000) $1,104 Avg Close — Range —
Q2 2018
Shares 24,072 Value ($000) $713 Avg Close — Range —
Q1 2018
Shares 8,860 Value ($000) $260 Avg Close — Range —
Q4 2017
Shares 1,372 Value ($000) $42 Avg Close — Range —