SPDR SER TR

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

CX Institutional's Holding History (CIK: 0001737089)

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

Q4 2025
Shares 327,291 Value ($000) $19 Avg Close — Range —
Q3 2025
Shares 320,744 Value ($000) $18 Avg Close — Range —
Q2 2025
Shares 304,726 Value ($000) $16 Avg Close — Range —
Q1 2025
Shares 258,652 Value ($000) $13 Avg Close — Range —
Q4 2024
Shares 269,966 Value ($000) $13,806 Avg Close — Range —
Q3 2024
Shares 166,204 Value ($000) $8,786 Avg Close — Range —
Q2 2024
Shares 153,410 Value ($000) $7,477 Avg Close — Range —
Q1 2024
Shares 145,809 Value ($000) $7,305 Avg Close — Range —
Q4 2023
Shares 138,208 Value ($000) $6,445 Avg Close — Range —
Q3 2023
Shares 198,673 Value ($000) $8,197 Avg Close — Range —
Q2 2023
Shares 214,500 Value ($000) $9,266 Avg Close — Range —
Q1 2023
Shares 228,355 Value ($000) $9,302 Avg Close — Range —
Q4 2022
Shares 202,977 Value ($000) $7,894 Avg Close — Range —
Q3 2022
Shares 366,563 Value ($000) $12,643 Avg Close — Range —
Q2 2022
Shares 582,557 Value ($000) $21,450 Avg Close — Range —
Q1 2022
Shares 172,600 Value ($000) $7,206 Avg Close — Range —
Q4 2021
Shares 189,788 Value ($000) $7,971 Avg Close — Range —
Q3 2021
Shares 164,928 Value ($000) $6,432 Avg Close — Range —
Q2 2021
Shares 169,978 Value ($000) $6,721 Avg Close — Range —
Q1 2021
Shares 171,995 Value ($000) $6,519 Avg Close — Range —
Q4 2020
Shares 283,759 Value ($000) $9,759 Avg Close — Range —
Q3 2020
Shares 313,939 Value ($000) $9,481 Avg Close — Range —
Q2 2020
Shares 223,546 Value ($000) $6,478 Avg Close — Range —
Q1 2020
Shares 265,053 Value ($000) $6,849 Avg Close — Range —
Q4 2019
Shares 249,295 Value ($000) $8,703 Avg Close — Range —
Q3 2019
Shares 253,550 Value ($000) $8,103 Avg Close — Range —
Q2 2019
Shares 187,611 Value ($000) $5,868 Avg Close — Range —