SPDR SER TR

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

ANGELES WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001929170)

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

Q4 2025
Shares 2,072,630 Value ($000) $117,746 Avg Close — Range —
Q3 2025
Shares 1,886,026 Value ($000) $104,354 Avg Close — Range —
Q2 2025
Shares 1,782,982 Value ($000) $93,321 Avg Close — Range —
Q1 2025
Shares 1,917,743 Value ($000) $97,939 Avg Close — Range —
Q4 2024
Shares 1,785,267 Value ($000) $91,299 Avg Close — Range —
Q3 2024
Shares 1,730,993 Value ($000) $91,500 Avg Close — Range —
Q2 2024
Shares 1,572,352 Value ($000) $76,636 Avg Close — Range —
Q1 2024
Shares 1,606,015 Value ($000) $80,461 Avg Close — Range —
Q4 2023
Shares 1,337,856 Value ($000) $62,384 Avg Close — Range —
Q3 2023
Shares 1,307,269 Value ($000) $53,938 Avg Close — Range —
Q2 2023
Shares 1,137,143 Value ($000) $49,125 Avg Close — Range —
Q1 2023
Shares 1,060,050 Value ($000) $43,165 Avg Close — Range —
Q4 2022
Shares 897,631 Value ($000) $34,909 Avg Close — Range —
Q3 2022
Shares 829,199 Value ($000) $28,599 Avg Close — Range —
Q2 2022
Shares 516,168 Value ($000) $19,005 Avg Close — Range —
Q1 2022
Shares 1,273,162 Value ($000) $53,155 Avg Close — Range —