SPDR SER TR

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

Erickson Financial Group, LLC's Holding History (CIK: 0001797734)

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

Q4 2025
Shares 5,182 Value ($000) $294 Avg Close Range
Q3 2025
Shares 5,182 Value ($000) $287 Avg Close Range
Q2 2025
Shares 5,182 Value ($000) $271 Avg Close Range
Q1 2025
Shares 5,182 Value ($000) $265 Avg Close Range
Q4 2024
Shares 5,182 Value ($000) $265 Avg Close Range
Q3 2024
Shares 5,182 Value ($000) $274 Avg Close Range
Q2 2024
Shares 5,182 Value ($000) $253 Avg Close Range
Q1 2024
Shares 7,863 Value ($000) $394 Avg Close Range
Q4 2023
Shares 7,815 Value ($000) $364 Avg Close Range
Q3 2023
Shares 7,815 Value ($000) $322 Avg Close Range
Q2 2023
Shares 7,815 Value ($000) $338 Avg Close Range
Q1 2023
Shares 7,815 Value ($000) $318 Avg Close Range
Q4 2022
Shares 7,815 Value ($000) $304 Avg Close Range
Q3 2022
Shares 7,815 Value ($000) $270 Avg Close Range
Q2 2022
Shares 7,815 Value ($000) $288 Avg Close Range
Q1 2022
Shares 7,815 Value ($000) $326 Avg Close Range
Q4 2021
Shares 7,815 Value ($000) $328 Avg Close Range