SPDR SER TR

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

Symphony Financial, Ltd. Co.'s Holding History (CIK: 0001800687)

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

Q4 2025
Shares 266,429 Value ($000) $15,239 Avg Close — Range —
Q3 2025
Shares 258,524 Value ($000) $14,223 Avg Close — Range —
Q2 2025
Shares 249,751 Value ($000) $13,224 Avg Close — Range —
Q4 2024
Shares 259,534 Value ($000) $13,594 Avg Close — Range —
Q3 2024
Shares 247,415 Value ($000) $13,036 Avg Close — Range —
Q2 2024
Shares 236,996 Value ($000) $11,549 Avg Close — Range —
Q1 2024
Shares 219,523 Value ($000) $10,998 Avg Close — Range —
Q4 2023
Shares 193,539 Value ($000) $8,938 Avg Close — Range —
Q3 2023
Shares 208,602 Value ($000) $8,559 Avg Close — Range —
Q2 2023
Shares 187,029 Value ($000) $8,001 Avg Close — Range —
Q1 2023
Shares 170,478 Value ($000) $6,848 Avg Close — Range —
Q4 2022
Shares 155,815 Value ($000) $6,166 Avg Close — Range —
Q3 2022
Shares 130,278 Value ($000) $4,551 Avg Close — Range —