SPDR SER TR

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

Valtinson Bruner Financial Planning LLC's Holding History (CIK: 0001761450)

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

Q4 2025
Shares 248,514 Value ($000) $14,118 Avg Close — Range —
Q3 2025
Shares 248,810 Value ($000) $13,767 Avg Close — Range —
Q2 2025
Shares 236,858 Value ($000) $12,397 Avg Close — Range —
Q1 2025
Shares 222,291 Value ($000) $11,352 Avg Close — Range —
Q4 2024
Shares 218,468 Value ($000) $11,172 Avg Close — Range —
Q3 2024
Shares 218,008 Value ($000) $11,524 Avg Close — Range —
Q2 2024
Shares 203,578 Value ($000) $9,922 Avg Close — Range —
Q1 2024
Shares 201,960 Value ($000) $10,118 Avg Close — Range —
Q4 2023
Shares 154,792 Value ($000) $7,218 Avg Close — Range —
Q3 2023
Shares 156,954 Value ($000) $6,476 Avg Close — Range —
Q2 2023
Shares 154,954 Value ($000) $6,694 Avg Close — Range —
Q1 2023
Shares 168,713 Value ($000) $6,870 Avg Close — Range —
Q4 2022
Shares 170,919 Value ($000) $6,871 Avg Close — Range —
Q3 2022
Shares 173,718 Value ($000) $5,992 Avg Close — Range —
Q2 2022
Shares 163,124 Value ($000) $6,006 Avg Close — Range —
Q1 2022
Shares 147,137 Value ($000) $6,143 Avg Close — Range —
Q4 2021
Shares 5,822 Value ($000) $245 Avg Close — Range —
Q3 2021
Shares 5,806 Value ($000) $238 Avg Close — Range —
Q2 2021
Shares 5,793 Value ($000) $231 Avg Close — Range —
Q1 2021
Shares 5,780 Value ($000) $225 Avg Close — Range —
Q4 2019
Shares 12,296 Value ($000) $428 Avg Close — Range —
Q3 2019
Shares 13,186 Value ($000) $421 Avg Close — Range —
Q2 2019
Shares 44,580 Value ($000) $1,394 Avg Close — Range —
Q1 2019
Shares 44,942 Value ($000) $1,361 Avg Close — Range —
Q4 2018
Shares 45,299 Value ($000) $1,230 Avg Close — Range —