SPDR SER TR

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

Braun-Bostich & Associates Inc.'s Holding History (CIK: 0001740842)

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

Q4 2025
Shares 135,205 Value ($000) $7,681 Avg Close Range
Q3 2025
Shares 101,052 Value ($000) $5,591 Avg Close Range
Q2 2025
Shares 94,615 Value ($000) $4,952 Avg Close Range
Q1 2025
Shares 81,619 Value ($000) $4,168 Avg Close Range
Q4 2024
Shares 51,815 Value ($000) $2,650 Avg Close Range
Q3 2024
Shares 51,007 Value ($000) $2,696 Avg Close Range
Q2 2024
Shares 49,460 Value ($000) $2,411 Avg Close Range
Q1 2024
Shares 32,241 Value ($000) $1,615 Avg Close Range
Q4 2023
Shares 21,160 Value ($000) $987 Avg Close Range
Q3 2023
Shares 22,353 Value ($000) $922 Avg Close Range