SPDR SER TR

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

Accel Wealth Management's Holding History (CIK: 0001838226)

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

Q4 2025
Shares 4,522 Value ($000) $257 Avg Close — Range —
Q3 2025
Shares 4,517 Value ($000) $250 Avg Close — Range —
Q2 2025
Shares 5,490 Value ($000) $287 Avg Close — Range —
Q1 2025
Shares 5,475 Value ($000) $280 Avg Close — Range —
Q4 2024
Shares 6,650 Value ($000) $340 Avg Close — Range —
Q3 2024
Shares 6,623 Value ($000) $350 Avg Close — Range —
Q2 2024
Shares 7,031 Value ($000) $343 Avg Close — Range —
Q1 2024
Shares 7,002 Value ($000) $351 Avg Close — Range —
Q4 2023
Shares 6,167 Value ($000) $288 Avg Close — Range —
Q1 2023
Shares 4,333 Value ($000) $176 Avg Close — Range —
Q4 2022
Shares 4,318 Value ($000) $168 Avg Close — Range —
Q3 2022
Shares 4,296 Value ($000) $157 Avg Close — Range —
Q2 2022
Shares 4,291 Value ($000) $159 Avg Close — Range —
Q1 2022
Shares 4,286 Value ($000) $180 Avg Close — Range —
Q4 2021
Shares 3,887 Value ($000) $163 Avg Close — Range —
Q3 2021
Shares 3,428 Value ($000) $134 Avg Close — Range —
Q2 2021
Shares 3,878 Value ($000) $153 Avg Close — Range —
Q1 2021
Shares 3,874 Value ($000) $147 Avg Close — Range —
Q4 2020
Shares 3,868 Value ($000) $133 Avg Close — Range —