SPDR SER TR

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

Gladstone Institutional Advisory LLC's Holding History (CIK: 0001766530)

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

Q4 2025
Shares 694,326 Value ($000) $39,445 Avg Close — Range —
Q3 2025
Shares 729,887 Value ($000) $40,385 Avg Close — Range —
Q2 2025
Shares 766,456 Value ($000) $40,116 Avg Close — Range —
Q1 2025
Shares 724,756 Value ($000) $37,013 Avg Close — Range —
Q4 2024
Shares 621,185 Value ($000) $31,767 Avg Close — Range —
Q3 2024
Shares 463,965 Value ($000) $24,525 Avg Close — Range —
Q2 2024
Shares 55,567 Value ($000) $2,708 Avg Close — Range —
Q1 2024
Shares 32,778 Value ($000) $1,642 Avg Close — Range —
Q4 2023
Shares 18,046 Value ($000) $842 Avg Close — Range —
Q3 2023
Shares 15,276 Value ($000) $630 Avg Close — Range —
Q2 2023
Shares 12,850 Value ($000) $555 Avg Close — Range —
Q1 2023
Shares 12,720 Value ($000) $518 Avg Close — Range —
Q4 2022
Shares 13,760 Value ($000) $535 Avg Close — Range —
Q3 2022
Shares 15,315 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 12,542 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 9,538 Value ($000) $0 Avg Close — Range —
Q4 2021
Shares 7,463 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 7,463 Value ($000) $0 Avg Close — Range —
Q2 2021
Shares 7,463 Value ($000) $0 Avg Close — Range —
Q1 2021
Shares 7,463 Value ($000) $0 Avg Close — Range —