SPDR SER TR

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

WALLER FINANCIAL PLANNING GROUP, INC's Holding History (CIK: 0001736079)

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

Q4 2025
Shares 569,686 Value ($000) $32,364 Avg Close — Range —
Q3 2025
Shares 170,185 Value ($000) $9,416 Avg Close — Range —
Q2 2025
Shares 166,373 Value ($000) $8,708 Avg Close — Range —
Q1 2025
Shares 133,121 Value ($000) $6,798 Avg Close — Range —
Q4 2024
Shares 151,131 Value ($000) $7,729 Avg Close — Range —
Q3 2024
Shares 138,801 Value ($000) $7,337 Avg Close — Range —
Q2 2024
Shares 134,179 Value ($000) $6,540 Avg Close — Range —
Q1 2024
Shares 131,866 Value ($000) $6,606 Avg Close — Range —
Q4 2023
Shares 109,205 Value ($000) $5,092 Avg Close — Range —
Q3 2023
Shares 111,631 Value ($000) $4,606 Avg Close — Range —
Q2 2023
Shares 114,791 Value ($000) $4,959 Avg Close — Range —
Q1 2023
Shares 120,438 Value ($000) $4,904 Avg Close — Range —
Q4 2022
Shares 180,499 Value ($000) $7,020 Avg Close — Range —
Q3 2022
Shares 182,981 Value ($000) $6,311 Avg Close — Range —
Q2 2022
Shares 182,223 Value ($000) $6,709 Avg Close — Range —
Q1 2022
Shares 189,011 Value ($000) $7,891 Avg Close — Range —
Q4 2021
Shares 190,967 Value ($000) $8,021 Avg Close — Range —
Q3 2021
Shares 192,448 Value ($000) $7,505 Avg Close — Range —
Q2 2021
Shares 188,339 Value ($000) $7,447 Avg Close — Range —
Q1 2021
Shares 178,277 Value ($000) $6,757 Avg Close — Range —
Q4 2020
Shares 188,502 Value ($000) $6,483 Avg Close — Range —
Q3 2020
Shares 182,326 Value ($000) $5,506 Avg Close — Range —
Q2 2020
Shares 185,158 Value ($000) $5,366 Avg Close — Range —
Q1 2020
Shares 258,836 Value ($000) $6,688 Avg Close — Range —
Q4 2019
Shares 219,173 Value ($000) $7,651 Avg Close — Range —
Q3 2019
Shares 216,363 Value ($000) $7,123 Avg Close — Range —
Q2 2019
Shares 207,391 Value ($000) $6,585 Avg Close — Range —
Q1 2019
Shares 195,958 Value ($000) $6,126 Avg Close — Range —
Q4 2018
Shares 187,528 Value ($000) $5,093 Avg Close — Range —