SPDR SER TR

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

Alta Wealth Advisors LLC's Holding History (CIK: 0001843826)

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

Q4 2025
Shares 594,790 Value ($000) $33,790 Avg Close — Range —
Q3 2025
Shares 559,646 Value ($000) $30,965 Avg Close — Range —
Q2 2025
Shares 494,328 Value ($000) $25,873 Avg Close — Range —
Q1 2025
Shares 467,799 Value ($000) $23,890 Avg Close — Range —
Q4 2024
Shares 452,260 Value ($000) $23,129 Avg Close — Range —
Q3 2024
Shares 435,398 Value ($000) $23,015 Avg Close — Range —
Q2 2024
Shares 407,093 Value ($000) $19,842 Avg Close — Range —
Q1 2024
Shares 397,118 Value ($000) $19,896 Avg Close — Range —
Q4 2023
Shares 379,919 Value ($000) $17,716 Avg Close — Range —
Q3 2023
Shares 210,237 Value ($000) $8,674 Avg Close — Range —
Q2 2023
Shares 196,579 Value ($000) $8,492 Avg Close — Range —
Q1 2023
Shares 181,003 Value ($000) $7,370 Avg Close — Range —
Q4 2022
Shares 171,969 Value ($000) $6,688 Avg Close — Range —
Q3 2022
Shares 120,046 Value ($000) $4,140 Avg Close — Range —
Q2 2022
Shares 106,793 Value ($000) $3,934 Avg Close — Range —
Q1 2022
Shares 90,314 Value ($000) $3,771 Avg Close — Range —
Q4 2021
Shares 65,123 Value ($000) $2,735 Avg Close — Range —
Q3 2021
Shares 10,131 Value ($000) $395 Avg Close — Range —
Q2 2021
Shares 6,061 Value ($000) $240 Avg Close — Range —