SPDR SER TR

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

Key Financial Inc's Holding History (CIK: 0001801720)

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

Q4 2025
Shares 148,764 Value ($000) $8,451 Avg Close — Range —
Q3 2025
Shares 152,149 Value ($000) $8,443 Avg Close — Range —
Q2 2025
Shares 153,644 Value ($000) $8,042 Avg Close — Range —
Q1 2025
Shares 142,130 Value ($000) $7,259 Avg Close — Range —
Q4 2024
Shares 143,093 Value ($000) $7,318 Avg Close — Range —
Q3 2024
Shares 143,207 Value ($000) $7,570 Avg Close — Range —
Q2 2024
Shares 141,535 Value ($000) $6,898 Avg Close — Range —
Q1 2024
Shares 141,601 Value ($000) $7,094 Avg Close — Range —
Q4 2023
Shares 140,362 Value ($000) $6,545 Avg Close — Range —
Q3 2023
Shares 123,785 Value ($000) $5,107 Avg Close — Range —
Q2 2023
Shares 110,307 Value ($000) $4,765 Avg Close — Range —
Q1 2023
Shares 110,705 Value ($000) $4,508 Avg Close — Range —
Q4 2022
Shares 104,738 Value ($000) $3,612 Avg Close — Range —
Q3 2022
Shares 104,738 Value ($000) $3,612 Avg Close — Range —
Q2 2022
Shares 102,589 Value ($000) $3,825 Avg Close — Range —
Q1 2022
Shares 104,441 Value ($000) $4,360 Avg Close — Range —
Q4 2021
Shares 84,152 Value ($000) $3,534 Avg Close — Range —
Q3 2021
Shares 82,136 Value ($000) $3,203 Avg Close — Range —
Q2 2021
Shares 74,357 Value ($000) $2,964 Avg Close — Range —
Q1 2021
Shares 52,969 Value ($000) $2,008 Avg Close — Range —
Q4 2020
Shares 40,618 Value ($000) $1,397 Avg Close — Range —
Q3 2020
Shares 33,003 Value ($000) $997 Avg Close — Range —
Q2 2020
Shares 31,926 Value ($000) $916 Avg Close — Range —
Q1 2020
Shares 12,516 Value ($000) $329 Avg Close — Range —