SPDR SER TR

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

SWMG, LLC's Holding History (CIK: 0001839255)

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

Q2 2025
Shares 17,468 Value ($000) $935 Avg Close — Range —
Q1 2025
Shares 14,157 Value ($000) $691 Avg Close — Range —
Q4 2024
Shares 7,479 Value ($000) $391 Avg Close — Range —
Q3 2024
Shares 7,805 Value ($000) $422 Avg Close — Range —
Q2 2024
Shares 13,453 Value ($000) $656 Avg Close — Range —
Q1 2024
Shares 14,263 Value ($000) $715 Avg Close — Range —
Q4 2023
Shares 12,122 Value ($000) $565 Avg Close — Range —
Q3 2023
Shares 12,447 Value ($000) $514 Avg Close — Range —
Q2 2023
Shares 11,872 Value ($000) $513 Avg Close — Range —
Q1 2023
Shares 11,296 Value ($000) $460 Avg Close — Range —
Q4 2022
Shares 9,125 Value ($000) $355 Avg Close — Range —