SPDR SER TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 29,055 Value ($000) $1,651 Avg Close — Range —
Q3 2025
Shares 41,845 Value ($000) $2,315 Avg Close — Range —
Q2 2025
Shares 43,730 Value ($000) $2,289 Avg Close — Range —
Q1 2025
Shares 44,985 Value ($000) $2,297 Avg Close — Range —
Q4 2024
Shares 45,385 Value ($000) $2,321 Avg Close — Range —
Q3 2024
Shares 57,516 Value ($000) $3,040 Avg Close — Range —
Q2 2024
Shares 219,701 Value ($000) $10,708 Avg Close — Range —
Q1 2024
Shares 241,862 Value ($000) $12,117 Avg Close — Range —
Q4 2023
Shares 243,694 Value ($000) $11,363 Avg Close — Range —
Q3 2023
Shares 247,929 Value ($000) $10,230 Avg Close — Range —
Q2 2023
Shares 245,575 Value ($000) $10,609 Avg Close — Range —
Q1 2023
Shares 337,707 Value ($000) $13,751 Avg Close — Range —
Q4 2022
Shares 342,023 Value ($000) $13,301 Avg Close — Range —
Q3 2022
Shares 305,185 Value ($000) $10,526 Avg Close — Range —
Q2 2022
Shares 292,367 Value ($000) $10,765 Avg Close — Range —
Q1 2022
Shares 105,669 Value ($000) $4,412 Avg Close — Range —
Q4 2021
Shares 97,283 Value ($000) $4,086 Avg Close — Range —
Q3 2021
Shares 185,579 Value ($000) $7,238 Avg Close — Range —
Q2 2021
Shares 183,960 Value ($000) $7,274 Avg Close — Range —
Q1 2021
Shares 184,584 Value ($000) $6,996 Avg Close — Range —
Q4 2020
Shares 44,792 Value ($000) $1,540 Avg Close — Range —