SPDR SER TR

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

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 140,513 Value ($000) $7,983 Avg Close — Range —
Q3 2025
Shares 136,816 Value ($000) $7,570 Avg Close — Range —
Q2 2025
Shares 174,359 Value ($000) $9,126 Avg Close — Range —
Q1 2025
Shares 192,197 Value ($000) $9,816 Avg Close — Range —
Q4 2024
Shares 195,511 Value ($000) $9,998 Avg Close — Range —
Q3 2024
Shares 205,299 Value ($000) $10,852 Avg Close — Range —
Q2 2024
Shares 202,066 Value ($000) $9,849 Avg Close — Range —
Q1 2024
Shares 199,098 Value ($000) $9,975 Avg Close — Range —
Q4 2023
Shares 190,619 Value ($000) $8,889 Avg Close — Range —
Q3 2023
Shares 185,192 Value ($000) $7,641 Avg Close — Range —
Q2 2023
Shares 181,970 Value ($000) $7,861 Avg Close — Range —
Q1 2023
Shares 178,415 Value ($000) $7,265 Avg Close — Range —
Q4 2022
Shares 158,991 Value ($000) $6,183 Avg Close — Range —
Q3 2022
Shares 117,759 Value ($000) $4,061 Avg Close — Range —
Q2 2022
Shares 106,734 Value ($000) $3,930 Avg Close — Range —
Q1 2022
Shares 84,531 Value ($000) $3,543 Avg Close — Range —
Q4 2021
Shares 79,858 Value ($000) $3,353 Avg Close — Range —