SPDR SER TR

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

SilverOak Wealth Management LLC's Holding History (CIK: 0001764766)

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

Q4 2025
Shares 408,444 Value ($000) $23,204 Avg Close Range
Q3 2025
Shares 399,756 Value ($000) $22,119 Avg Close Range
Q2 2025
Shares 386,944 Value ($000) $20,253 Avg Close Range
Q1 2025
Shares 370,016 Value ($000) $18,897 Avg Close Range
Q4 2024
Shares 348,660 Value ($000) $17,830 Avg Close Range
Q3 2024
Shares 314,976 Value ($000) $16,650 Avg Close Range
Q2 2024
Shares 307,564 Value ($000) $14,991 Avg Close Range
Q1 2024
Shares 288,839 Value ($000) $14,471 Avg Close Range
Q4 2023
Shares 282,020 Value ($000) $13,151 Avg Close Range