SPDR SER TR

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

Key Client Fiduciary Advisors, LLC's Holding History (CIK: 0001912612)

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

Q4 2025
Shares 6,546 Value ($000) $372 Avg Close Range
Q3 2025
Shares 6,513 Value ($000) $360 Avg Close Range
Q2 2025
Shares 6,432 Value ($000) $337 Avg Close Range
Q1 2025
Shares 6,218 Value ($000) $318 Avg Close Range
Q4 2024
Shares 5,169 Value ($000) $264 Avg Close Range
Q3 2024
Shares 5,031 Value ($000) $266 Avg Close Range
Q2 2024
Shares 4,182 Value ($000) $204 Avg Close Range