SPDR SER TR

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

MBL Wealth, LLC's Holding History (CIK: 0001845785)

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

Q4 2025
Shares 8,840 Value ($000) $502 Avg Close Range
Q3 2025
Shares 8,840 Value ($000) $489 Avg Close Range
Q2 2025
Shares 8,840 Value ($000) $463 Avg Close Range
Q1 2025
Shares 8,840 Value ($000) $451 Avg Close Range
Q4 2024
Shares 8,840 Value ($000) $452 Avg Close Range
Q3 2024
Shares 8,840 Value ($000) $467 Avg Close Range
Q2 2024
Shares 8,640 Value ($000) $421 Avg Close Range
Q1 2024
Shares 9,472 Value ($000) $475 Avg Close Range
Q4 2023
Shares 8,190 Value ($000) $382 Avg Close Range
Q3 2023
Shares 8,090 Value ($000) $334 Avg Close Range
Q2 2023
Shares 8,590 Value ($000) $371 Avg Close Range