SPDR SER TR

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

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

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

Q4 2025
Shares 94,764 Value ($000) $5,384 Avg Close — Range —
Q3 2025
Shares 93,808 Value ($000) $5,190 Avg Close — Range —
Q2 2025
Shares 105,210 Value ($000) $5,507 Avg Close — Range —
Q1 2025
Shares 118,104 Value ($000) $6,032 Avg Close — Range —
Q4 2024
Shares 95,490 Value ($000) $4,883 Avg Close — Range —
Q3 2024
Shares 83,527 Value ($000) $4,415 Avg Close — Range —
Q2 2024
Shares 75,243 Value ($000) $3,667 Avg Close — Range —
Q1 2024
Shares 65,189 Value ($000) $3,266 Avg Close — Range —
Q4 2023
Shares 59,108 Value ($000) $2,774 Avg Close — Range —
Q3 2023
Shares 37,141 Value ($000) $1,532 Avg Close — Range —
Q2 2023
Shares 29,333 Value ($000) $1,267 Avg Close — Range —
Q1 2023
Shares 24,880 Value ($000) $1,013 Avg Close — Range —
Q4 2022
Shares 21,898 Value ($000) $852 Avg Close — Range —