SPDR SER TR

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

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 2,387,903 Value ($000) $135,657 Avg Close — Range —
Q3 2025
Shares 2,266,428 Value ($000) $125,402 Avg Close — Range —
Q2 2025
Shares 2,206,774 Value ($000) $115,503 Avg Close — Range —
Q1 2025
Shares 2,207,949 Value ($000) $112,760 Avg Close — Range —
Q4 2024
Shares 2,211,625 Value ($000) $113,103 Avg Close — Range —
Q3 2024
Shares 2,211,228 Value ($000) $116,886 Avg Close — Range —
Q2 2024
Shares 2,206,806 Value ($000) $107,560 Avg Close — Range —
Q1 2024
Shares 2,208,903 Value ($000) $110,666 Avg Close — Range —
Q4 2023
Shares 2,207,137 Value ($000) $102,919 Avg Close — Range —
Q3 2023
Shares 2,106,288 Value ($000) $86,905 Avg Close — Range —
Q2 2023
Shares 2,087,002 Value ($000) $90,158 Avg Close — Range —
Q1 2023
Shares 2,048,618 Value ($000) $83,420 Avg Close — Range —
Q4 2022
Shares 2,018,149 Value ($000) $78,486 Avg Close — Range —
Q3 2022
Shares 2,004,728 Value ($000) $69,143 Avg Close — Range —
Q2 2022
Shares 1,988,164 Value ($000) $73,204 Avg Close — Range —
Q1 2022
Shares 2,001,068 Value ($000) $83,545 Avg Close — Range —
Q4 2021
Shares 1,905,823 Value ($000) $80,045 Avg Close — Range —
Q3 2021
Shares 1,852,288 Value ($000) $72,239 Avg Close — Range —
Q2 2021
Shares 1,776,456 Value ($000) $70,241 Avg Close — Range —
Q1 2021
Shares 1,683,372 Value ($000) $63,800 Avg Close — Range —
Q4 2020
Shares 1,582,239 Value ($000) $54,413 Avg Close — Range —
Q3 2020
Shares 1,460,126 Value ($000) $44,096 Avg Close — Range —
Q2 2020
Shares 1,409,800 Value ($000) $40,856 Avg Close — Range —
Q1 2020
Shares 1,238,562 Value ($000) $32,004 Avg Close — Range —
Q4 2019
Shares 1,349,164 Value ($000) $47,099 Avg Close — Range —
Q3 2019
Shares 1,264,644 Value ($000) $40,418 Avg Close — Range —
Q2 2019
Shares 1,193,242 Value ($000) $37,325 Avg Close — Range —
Q1 2019
Shares 1,125,119 Value ($000) $34,069 Avg Close — Range —
Q4 2018
Shares 906,922 Value ($000) $24,632 Avg Close — Range —
Q3 2018
Shares 865,994 Value ($000) $26,950 Avg Close — Range —
Q2 2018
Shares 640,772 Value ($000) $18,986 Avg Close — Range —
Q1 2018
Shares 544,253 Value ($000) $16,001 Avg Close — Range —
Q4 2017
Shares 443,755 Value ($000) $13,614 Avg Close — Range —