SPDR SER TR

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

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 13,954 Value ($000) $793 Avg Close — Range —
Q3 2025
Shares 14,035 Value ($000) $777 Avg Close — Range —
Q2 2025
Shares 14,072 Value ($000) $753 Avg Close — Range —
Q1 2025
Shares 14,117 Value ($000) $721 Avg Close — Range —
Q4 2024
Shares 14,152 Value ($000) $724 Avg Close — Range —
Q3 2024
Shares 7,712 Value ($000) $408 Avg Close — Range —
Q2 2024
Shares 14,239 Value ($000) $694 Avg Close — Range —
Q4 2023
Shares 23,941 Value ($000) $1,130 Avg Close — Range —
Q3 2023
Shares 17,582 Value ($000) $725 Avg Close — Range —
Q2 2023
Shares 16,975 Value ($000) $733 Avg Close — Range —
Q1 2023
Shares 6,723 Value ($000) $274 Avg Close — Range —
Q4 2022
Shares 30,275 Value ($000) $1,177 Avg Close — Range —