SPDR SER TR

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

Financial Gravity Asset Management, Inc.'s Holding History (CIK: 0001741736)

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

Q4 2025
Shares 176,158 Value ($000) $10,008 Avg Close Range
Q3 2025
Shares 166,035 Value ($000) $9,187 Avg Close Range
Q1 2025
Shares 163,483 Value ($000) $8,349 Avg Close Range
Q2 2024
Shares 163,608 Value ($000) $7,972 Avg Close Range
Q1 2024
Shares 158,615 Value ($000) $7,947 Avg Close Range
Q4 2023
Shares 1,877,647 Value ($000) $91,417 Avg Close Range
Q3 2023
Shares 1,877,647 Value ($000) $91,417 Avg Close Range
Q2 2023
Shares 77,142 Value ($000) $216 Avg Close Range
Q1 2023
Shares 71,636 Value ($000) $4 Avg Close Range
Q4 2022
Shares 29,062 Value ($000) $212 Avg Close Range
Q3 2022
Shares 29,252 Value ($000) $1,900 Avg Close Range
Q2 2022
Shares 60,093 Value ($000) $3,161 Avg Close Range
Q1 2022
Shares 30,709 Value ($000) $2,365 Avg Close Range
Q4 2021
Shares 35,866 Value ($000) $2,548 Avg Close Range
Q3 2021
Shares 36,079 Value ($000) $1,437 Avg Close Range
Q2 2021
Shares 55,754 Value ($000) $2,243 Avg Close Range
Q1 2021
Shares 54,400 Value ($000) $3,069 Avg Close Range
Q4 2020
Shares 43,582 Value ($000) $1,491 Avg Close Range
Q1 2020
Shares 19,307 Value ($000) $86,113 Avg Close Range
Q4 2019
Shares 4,593 Value ($000) $88 Avg Close Range
Q3 2019
Shares 2,079 Value ($000) $66 Avg Close Range
Q2 2019
Shares 502 Value ($000) $16 Avg Close Range
Q1 2019
Shares 529 Value ($000) $16 Avg Close Range
Q3 2018
Shares 641 Value ($000) $19 Avg Close Range
Q2 2018
Shares 935 Value ($000) $29 Avg Close Range
Q1 2018
Shares 845 Value ($000) $25 Avg Close Range