SPDR SER TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 11,919 Value ($000) $677 Avg Close — Range —
Q3 2025
Shares 11,242 Value ($000) $622 Avg Close — Range —
Q2 2025
Shares 8,215 Value ($000) $430 Avg Close — Range —
Q4 2024
Shares 7,821 Value ($000) $400 Avg Close — Range —
Q3 2024
Shares 6,834 Value ($000) $361 Avg Close — Range —
Q2 2024
Shares 6,096 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 4,218 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 1,877 Value ($000) $73 Avg Close — Range —
Q2 2021
Shares 1,868 Value ($000) $74 Avg Close — Range —
Q1 2021
Shares 150 Value ($000) $5 Avg Close — Range —
Q4 2020
Shares 150 Value ($000) $5 Avg Close — Range —