SPDR SER TR

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 28,317 Value ($000) $1,609 Avg Close — Range —
Q3 2025
Shares 30,329 Value ($000) $1,678 Avg Close — Range —
Q2 2025
Shares 321,207 Value ($000) $16,812 Avg Close — Range —
Q1 2025
Shares 718,315 Value ($000) $36,684 Avg Close — Range —
Q4 2024
Shares 316,843 Value ($000) $16,203 Avg Close — Range —
Q3 2024
Shares 287,228 Value ($000) $15,183 Avg Close — Range —
Q2 2024
Shares 307,153 Value ($000) $14,971 Avg Close — Range —
Q1 2024
Shares 346,730 Value ($000) $17,371 Avg Close — Range —
Q4 2023
Shares 343,456 Value ($000) $16,015 Avg Close — Range —
Q3 2023
Shares 496,316 Value ($000) $20,478 Avg Close — Range —
Q4 2022
Shares 79,933 Value ($000) $3,109 Avg Close — Range —