SPDR SER TR

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

IAG Wealth Partners, LLC's Holding History (CIK: 0001827261)

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

Q4 2025
Shares 104,639 Value ($000) $5,945 Avg Close — Range —
Q3 2025
Shares 107,684 Value ($000) $5,958 Avg Close — Range —
Q2 2025
Shares 109,310 Value ($000) $5,721 Avg Close — Range —
Q1 2025
Shares 79,645 Value ($000) $4,067 Avg Close — Range —
Q4 2024
Shares 81,681 Value ($000) $4,177 Avg Close — Range —
Q3 2024
Shares 85,437 Value ($000) $4,516 Avg Close — Range —
Q2 2024
Shares 85,396 Value ($000) $4,162 Avg Close — Range —
Q1 2024
Shares 85,109 Value ($000) $4,264 Avg Close — Range —
Q4 2023
Shares 87,542 Value ($000) $4,082 Avg Close — Range —
Q3 2023
Shares 76,850 Value ($000) $3,171 Avg Close — Range —
Q2 2023
Shares 80,763 Value ($000) $3,489 Avg Close — Range —
Q1 2023
Shares 80,769 Value ($000) $3,289 Avg Close — Range —
Q4 2022
Shares 87,631 Value ($000) $3,408 Avg Close — Range —
Q3 2022
Shares 66,508 Value ($000) $2,294 Avg Close — Range —
Q2 2022
Shares 55,625 Value ($000) $2,048 Avg Close — Range —
Q1 2022
Shares 54,713 Value ($000) $2,284 Avg Close — Range —
Q4 2021
Shares 58,468 Value ($000) $2,456 Avg Close — Range —
Q3 2021
Shares 55,971 Value ($000) $2,183 Avg Close — Range —
Q2 2021
Shares 57,117 Value ($000) $2,259 Avg Close — Range —
Q1 2021
Shares 61,668 Value ($000) $2,338 Avg Close — Range —
Q4 2020
Shares 64,253 Value ($000) $2,210 Avg Close — Range —
Q3 2020
Shares 65,132 Value ($000) $1,967 Avg Close — Range —
Q2 2020
Shares 70,239 Value ($000) $2,036 Avg Close — Range —
Q1 2020
Shares 82,823 Value ($000) $2,141 Avg Close — Range —
Q4 2019
Shares 126,356 Value ($000) $4,412 Avg Close — Range —