SPDR SER TR

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

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

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

Q4 2025
Shares 587,191 Value ($000) $33,358 Avg Close — Range —
Q3 2025
Shares 534,488 Value ($000) $29,573 Avg Close — Range —
Q2 2025
Shares 500,570 Value ($000) $26,200 Avg Close — Range —
Q1 2025
Shares 461,424 Value ($000) $23,565 Avg Close — Range —
Q4 2024
Shares 448,668 Value ($000) $22,945 Avg Close — Range —
Q3 2024
Shares 448,521 Value ($000) $23,709 Avg Close — Range —
Q2 2024
Shares 450,392 Value ($000) $21,952 Avg Close — Range —
Q1 2024
Shares 450,499 Value ($000) $22,570 Avg Close — Range —
Q4 2023
Shares 452,863 Value ($000) $21,117 Avg Close — Range —
Q3 2023
Shares 446,638 Value ($000) $18,428 Avg Close — Range —
Q2 2023
Shares 448,574 Value ($000) $19,378 Avg Close — Range —
Q1 2023
Shares 493,340 Value ($000) $20,089 Avg Close — Range —
Q4 2022
Shares 492,062 Value ($000) $19,136 Avg Close — Range —
Q3 2022
Shares 348,555 Value ($000) $12,021 Avg Close — Range —
Q2 2022
Shares 308,230 Value ($000) $11,349 Avg Close — Range —
Q1 2022
Shares 264,346 Value ($000) $11,036 Avg Close — Range —
Q4 2021
Shares 242,336 Value ($000) $10,178 Avg Close — Range —
Q3 2021
Shares 253,974 Value ($000) $9,123 Avg Close — Range —
Q2 2021
Shares 249,057 Value ($000) $9,053 Avg Close — Range —
Q1 2021
Shares 246,524 Value ($000) $8,613 Avg Close — Range —
Q4 2020
Shares 293,990 Value ($000) $9,511 Avg Close — Range —
Q3 2020
Shares 294,975 Value ($000) $8,448 Avg Close — Range —
Q2 2020
Shares 292,448 Value ($000) $8,052 Avg Close — Range —
Q1 2020
Shares 336,910 Value ($000) $7,927 Avg Close — Range —
Q4 2019
Shares 254,439 Value ($000) $8,882 Avg Close — Range —
Q3 2019
Shares 330,566 Value ($000) $8,638 Avg Close — Range —
Q2 2019
Shares 258,556 Value ($000) $8,088 Avg Close — Range —
Q1 2019
Shares 252,670 Value ($000) $7,651 Avg Close — Range —
Q4 2018
Shares 255,404 Value ($000) $6,937 Avg Close — Range —
Q3 2018
Shares 53,266 Value ($000) $1,658 Avg Close — Range —
Q2 2018
Shares 48,755 Value ($000) $1,445 Avg Close — Range —
Q1 2018
Shares 45,732 Value ($000) $1,345 Avg Close — Range —
Q4 2017
Shares 8,871 Value ($000) $272 Avg Close — Range —