SPDR SER TR

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

Marion Wealth Management's Holding History (CIK: 0001911097)

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

Q4 2025
Shares 4,843 Value ($000) $281 Avg Close — Range —
Q3 2025
Shares 4,816 Value ($000) $266 Avg Close — Range —
Q2 2025
Shares 4,794 Value ($000) $251 Avg Close — Range —
Q1 2025
Shares 31,167 Value ($000) $1,592 Avg Close — Range —
Q4 2024
Shares 31,150 Value ($000) $1,593 Avg Close — Range —
Q3 2024
Shares 31,118 Value ($000) $1,645 Avg Close — Range —
Q2 2024
Shares 21,964 Value ($000) $1,071 Avg Close — Range —
Q1 2024
Shares 13,139 Value ($000) $658 Avg Close — Range —
Q4 2023
Shares 4,646 Value ($000) $217 Avg Close — Range —
Q3 2023
Shares 4,925 Value ($000) $203 Avg Close — Range —
Q2 2023
Shares 4,902 Value ($000) $212 Avg Close — Range —