SPDR SER TR

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

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q4 2025
Shares 271,841 Value ($000) $15,443 Avg Close — Range —
Q3 2025
Shares 262,067 Value ($000) $14,500 Avg Close — Range —
Q2 2025
Shares 272,487 Value ($000) $14,262 Avg Close — Range —
Q1 2025
Shares 270,008 Value ($000) $13,789 Avg Close — Range —
Q4 2024
Shares 395,792 Value ($000) $20,241 Avg Close — Range —
Q3 2024
Shares 396,862 Value ($000) $20,978 Avg Close — Range —
Q2 2024
Shares 385,990 Value ($000) $18,813 Avg Close — Range —
Q1 2024
Shares 382,803 Value ($000) $19,178 Avg Close — Range —
Q4 2023
Shares 369,782 Value ($000) $17,243 Avg Close — Range —
Q3 2023
Shares 440,330 Value ($000) $18,168 Avg Close — Range —
Q2 2023
Shares 423,868 Value ($000) $18,311 Avg Close — Range —
Q1 2023
Shares 417,145 Value ($000) $16,986 Avg Close — Range —
Q4 2022
Shares 87,574 Value ($000) $3,406 Avg Close — Range —
Q3 2022
Shares 88,652 Value ($000) $3,264 Avg Close — Range —
Q2 2022
Shares 88,652 Value ($000) $3,264 Avg Close — Range —
Q1 2022
Shares 27,166 Value ($000) $1,134 Avg Close — Range —
Q4 2021
Shares 408 Value ($000) $17 Avg Close — Range —
Q3 2021
Shares 408 Value ($000) $16 Avg Close — Range —
Q2 2021
Shares 408 Value ($000) $16 Avg Close — Range —
Q1 2021
Shares 408 Value ($000) $15 Avg Close — Range —
Q4 2020
Shares 408 Value ($000) $14 Avg Close — Range —
Q3 2020
Shares 408 Value ($000) $12 Avg Close — Range —