SPDR SER TR

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

Willis Johnson & Associates, Inc.'s Holding History (CIK: 0001853239)

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

Q4 2025
Shares 5,798,846 Value ($000) $329,432 Avg Close — Range —
Q3 2025
Shares 5,218,947 Value ($000) $288,764 Avg Close — Range —
Q2 2025
Shares 4,392,930 Value ($000) $229,926 Avg Close — Range —
Q1 2025
Shares 4,133,351 Value ($000) $211,090 Avg Close — Range —
Q4 2024
Shares 4,054,405 Value ($000) $207,342 Avg Close — Range —
Q3 2024
Shares 3,944,840 Value ($000) $208,524 Avg Close — Range —
Q2 2024
Shares 3,820,444 Value ($000) $186,208 Avg Close — Range —
Q1 2024
Shares 3,722,350 Value ($000) $186,490 Avg Close — Range —
Q4 2023
Shares 3,645,923 Value ($000) $170,009 Avg Close — Range —
Q3 2023
Shares 3,521,640 Value ($000) $145,303 Avg Close — Range —
Q2 2023
Shares 3,445,951 Value ($000) $148,865 Avg Close — Range —
Q1 2023
Shares 3,351,420 Value ($000) $136,470 Avg Close — Range —
Q4 2022
Shares 3,293,268 Value ($000) $128,075 Avg Close — Range —
Q3 2022
Shares 3,102,901 Value ($000) $107,019 Avg Close — Range —
Q2 2022
Shares 3,069,844 Value ($000) $113,032 Avg Close — Range —
Q1 2022
Shares 2,907,029 Value ($000) $121,368 Avg Close — Range —
Q4 2021
Shares 2,752,585 Value ($000) $115,609 Avg Close — Range —
Q3 2021
Shares 2,367,710 Value ($000) $92,341 Avg Close — Range —