SPDR SER TR

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

Keystone Financial Group's Holding History (CIK: 0001729299)

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

Q4 2025
Shares 54,460 Value ($000) $3,094 Avg Close — Range —
Q3 2025
Shares 57,969 Value ($000) $3,207 Avg Close — Range —
Q2 2025
Shares 54,655 Value ($000) $2,861 Avg Close — Range —
Q1 2025
Shares 56,892 Value ($000) $2,905 Avg Close — Range —
Q4 2024
Shares 65,143 Value ($000) $3,331 Avg Close — Range —
Q3 2024
Shares 350,678 Value ($000) $18,537 Avg Close — Range —
Q1 2024
Shares 368,859 Value ($000) $18,480 Avg Close — Range —
Q4 2023
Shares 258,918 Value ($000) $12,073 Avg Close — Range —
Q3 2023
Shares 241,534 Value ($000) $9,966 Avg Close — Range —
Q2 2023
Shares 43,960 Value ($000) $1,899 Avg Close — Range —
Q4 2022
Shares 19,901 Value ($000) $774 Avg Close — Range —
Q3 2022
Shares 114,834 Value ($000) $3,961 Avg Close — Range —
Q2 2022
Shares 53,703 Value ($000) $1,977 Avg Close — Range —
Q1 2022
Shares 37,238 Value ($000) $1,555 Avg Close — Range —
Q4 2021
Shares 31,008 Value ($000) $1,302 Avg Close — Range —
Q3 2021
Shares 28,371 Value ($000) $1,106 Avg Close — Range —
Q2 2021
Shares 25,035 Value ($000) $990 Avg Close — Range —
Q1 2021
Shares 22,215 Value ($000) $842 Avg Close — Range —
Q4 2020
Shares 17,938 Value ($000) $617 Avg Close — Range —