SPDR SER TR

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

WealthShield Partners, LLC's Holding History (CIK: 0001729303)

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

Q4 2025
Shares 27,763 Value ($000) $1,577 Avg Close Range
Q3 2025
Shares 30,333 Value ($000) $1,678 Avg Close Range
Q2 2025
Shares 32,714 Value ($000) $1,712 Avg Close Range
Q1 2025
Shares 35,731 Value ($000) $1,825 Avg Close Range
Q4 2024
Shares 34,873 Value ($000) $1,783 Avg Close Range
Q3 2024
Shares 27,997 Value ($000) $1,480 Avg Close Range
Q2 2024
Shares 27,994 Value ($000) $1,364 Avg Close Range
Q1 2024
Shares 28,170 Value ($000) $1,411 Avg Close Range
Q4 2023
Shares 31,102 Value ($000) $1,450 Avg Close Range
Q3 2023
Shares 30,640 Value ($000) $1,264 Avg Close Range
Q2 2023
Shares 32,375 Value ($000) $1,399 Avg Close Range
Q1 2023
Shares 40,504 Value ($000) $1,649 Avg Close Range
Q4 2022
Shares 43,158 Value ($000) $1,678 Avg Close Range
Q3 2022
Shares 42,865 Value ($000) $1,478 Avg Close Range
Q2 2022
Shares 41,970 Value ($000) $1,545 Avg Close Range
Q1 2022
Shares 42,939 Value ($000) $1,793 Avg Close Range
Q2 2021
Shares 1,967 Value ($000) $78 Avg Close Range
Q1 2021
Shares 1,301 Value ($000) $49 Avg Close Range
Q3 2020
Shares 4,336 Value ($000) $131 Avg Close Range
Q2 2020
Shares 2,562 Value ($000) $74 Avg Close Range
Q1 2020
Shares 5,704 Value ($000) $147 Avg Close Range
Q4 2019
Shares 9,273 Value ($000) $324 Avg Close Range
Q3 2019
Shares 10,553 Value ($000) $337 Avg Close Range
Q2 2019
Shares 7,311 Value ($000) $229 Avg Close Range
Q1 2019
Shares 10,154 Value ($000) $307 Avg Close Range
Q4 2018
Shares 9,069 Value ($000) $246 Avg Close Range
Q3 2018
Shares 5,405 Value ($000) $168 Avg Close Range
Q2 2018
Shares 5,019 Value ($000) $149 Avg Close Range
Q1 2018
Shares 1,671 Value ($000) $49 Avg Close Range