SPDR SER TR

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

BCS Wealth Management's Holding History (CIK: 0001798172)

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

Q4 2025
Shares 362,581 Value ($000) $20,598 Avg Close Range
Q3 2025
Shares 176,721 Value ($000) $9,778 Avg Close Range
Q2 2025
Shares 176,959 Value ($000) $9 Avg Close Range
Q1 2025
Shares 172,073 Value ($000) $9 Avg Close Range
Q4 2024
Shares 171,766 Value ($000) $9 Avg Close Range
Q3 2024
Shares 147,789 Value ($000) $8 Avg Close Range
Q2 2024
Shares 135,761 Value ($000) $7 Avg Close Range
Q1 2024
Shares 120,701 Value ($000) $6 Avg Close Range
Q4 2023
Shares 123,941 Value ($000) $6 Avg Close Range
Q3 2023
Shares 114,538 Value ($000) $5 Avg Close Range
Q2 2023
Shares 101,376 Value ($000) $4 Avg Close Range
Q1 2023
Shares 98,723 Value ($000) $4 Avg Close Range
Q4 2022
Shares 81,463 Value ($000) $3 Avg Close Range
Q3 2022
Shares 43,764 Value ($000) $1,509 Avg Close Range
Q2 2022
Shares 35,119 Value ($000) $1,293 Avg Close Range
Q1 2022
Shares 23,641 Value ($000) $987 Avg Close Range