SPDR SER TR

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

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 119,806 Value ($000) $6,806 Avg Close — Range —
Q3 2025
Shares 113,604 Value ($000) $6,286 Avg Close — Range —
Q2 2025
Shares 119,448 Value ($000) $6,252 Avg Close — Range —
Q1 2025
Shares 135,386 Value ($000) $6,914 Avg Close — Range —
Q4 2024
Shares 199,343 Value ($000) $10,194 Avg Close — Range —
Q3 2024
Shares 208,791 Value ($000) $11,037 Avg Close — Range —
Q2 2024
Shares 201,660 Value ($000) $9,829 Avg Close — Range —
Q1 2024
Shares 204,656 Value ($000) $10,253 Avg Close — Range —
Q4 2023
Shares 209,885 Value ($000) $9,732 Avg Close — Range —
Q3 2023
Shares 209,446 Value ($000) $8,642 Avg Close — Range —
Q2 2023
Shares 196,580 Value ($000) $8,492 Avg Close — Range —
Q1 2023
Shares 196,573 Value ($000) $8,004 Avg Close — Range —
Q4 2022
Shares 132,054 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 51,430 Value ($000) $1,774 Avg Close — Range —
Q2 2022
Shares 209,382 Value ($000) $7,709 Avg Close — Range —
Q1 2022
Shares 113,186 Value ($000) $4,726 Avg Close — Range —
Q4 2021
Shares 103,108 Value ($000) $4,331 Avg Close — Range —
Q3 2021
Shares 109,344 Value ($000) $4,264 Avg Close — Range —
Q2 2021
Shares 108,070 Value ($000) $4,273 Avg Close — Range —
Q1 2021
Shares 102,640 Value ($000) $1,280 Avg Close — Range —