SPDR SER TR

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

MOTIVE WEALTH ADVISORS's Holding History (CIK: 0001877093)

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

Q4 2025
Shares 136,195 Value ($000) $7,737 Avg Close Range
Q3 2025
Shares 137,952 Value ($000) $7,633 Avg Close Range
Q2 2025
Shares 138,516 Value ($000) $7,250 Avg Close Range
Q1 2025
Shares 109,696 Value ($000) $5,602 Avg Close Range
Q4 2024
Shares 108,848 Value ($000) $5,566 Avg Close Range
Q3 2024
Shares 124,314 Value ($000) $6,059 Avg Close Range
Q2 2024
Shares 124,314 Value ($000) $6,059 Avg Close Range
Q1 2024
Shares 135,993 Value ($000) $6,813 Avg Close Range
Q4 2023
Shares 85,763 Value ($000) $3,999 Avg Close Range
Q3 2023
Shares 86,731 Value ($000) $3,579 Avg Close Range
Q2 2023
Shares 88,084 Value ($000) $3,805 Avg Close Range
Q1 2023
Shares 91,568 Value ($000) $3,729 Avg Close Range
Q4 2022
Shares 142,501 Value ($000) $5,542 Avg Close Range
Q3 2022
Shares 149,742 Value ($000) $5,165 Avg Close Range
Q2 2022
Shares 142,674 Value ($000) $5,253 Avg Close Range
Q1 2022
Shares 145,640 Value ($000) $6,080 Avg Close Range
Q4 2021
Shares 155,215 Value ($000) $6,519 Avg Close Range
Q3 2021
Shares 146,338 Value ($000) $5,707 Avg Close Range
Q2 2021
Shares 108,229 Value ($000) $4,279 Avg Close Range