SPDR SER TR

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

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 16,209 Value ($000) $921 Avg Close — Range —
Q3 2025
Shares 15,334 Value ($000) $848 Avg Close — Range —
Q2 2025
Shares 13,716 Value ($000) $718 Avg Close — Range —
Q1 2025
Shares 17,345 Value ($000) $886 Avg Close — Range —
Q4 2024
Shares 17,980 Value ($000) $919 Avg Close — Range —
Q3 2024
Shares 21,580 Value ($000) $1,141 Avg Close — Range —
Q2 2024
Shares 19,899 Value ($000) $970 Avg Close — Range —
Q1 2024
Shares 17,623 Value ($000) $883 Avg Close — Range —
Q4 2023
Shares 33,490 Value ($000) $1,562 Avg Close — Range —
Q3 2023
Shares 23,410 Value ($000) $966 Avg Close — Range —
Q2 2023
Shares 29,348 Value ($000) $1,268 Avg Close — Range —
Q1 2023
Shares 27,064 Value ($000) $1,102 Avg Close — Range —
Q4 2022
Shares 22,728 Value ($000) $884 Avg Close — Range —
Q3 2022
Shares 36,025 Value ($000) $1,243 Avg Close — Range —
Q2 2022
Shares 23,459 Value ($000) $864 Avg Close — Range —
Q1 2022
Shares 53,485 Value ($000) $2,233 Avg Close — Range —
Q4 2021
Shares 71,386 Value ($000) $2,998 Avg Close — Range —
Q3 2021
Shares 14,234 Value ($000) $555 Avg Close — Range —
Q2 2021
Shares 14,639 Value ($000) $579 Avg Close — Range —
Q1 2021
Shares 14,551 Value ($000) $551 Avg Close — Range —
Q4 2020
Shares 12,028 Value ($000) $414 Avg Close — Range —