SPDR SER TR

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

Fortis Group Advisors, LLC's Holding History (CIK: 0001815183)

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

Q4 2025
Shares 11,352 Value ($000) $660 Avg Close Range
Q3 2025
Shares 11,368 Value ($000) $636 Avg Close Range
Q2 2025
Shares 11,404 Value ($000) $602 Avg Close Range
Q1 2025
Shares 10,512 Value ($000) $537 Avg Close Range
Q4 2024
Shares 9,934 Value ($000) $508 Avg Close Range
Q3 2024
Shares 9,297 Value ($000) $491 Avg Close Range
Q2 2024
Shares 11,866 Value ($000) $578 Avg Close Range
Q1 2024
Shares 11,207 Value ($000) $561 Avg Close Range
Q4 2023
Shares 10,519 Value ($000) $428 Avg Close Range
Q3 2023
Shares 10,519 Value ($000) $428 Avg Close Range
Q2 2023
Shares 10,535 Value ($000) $455 Avg Close Range
Q1 2023
Shares 10,507 Value ($000) $435 Avg Close Range