SPDR SER TR

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

Seaside Wealth Management, Inc.'s Holding History (CIK: 0001929977)

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

Q4 2025
Shares 36,398 Value ($000) $2,068 Avg Close — Range —
Q3 2025
Shares 37,753 Value ($000) $2,089 Avg Close — Range —
Q2 2025
Shares 38,594 Value ($000) $2,020 Avg Close — Range —
Q1 2025
Shares 42,168 Value ($000) $2,154 Avg Close — Range —
Q4 2024
Shares 42,543 Value ($000) $2,176 Avg Close — Range —
Q3 2024
Shares 44,961 Value ($000) $2,377 Avg Close — Range —
Q2 2024
Shares 45,244 Value ($000) $2,205 Avg Close — Range —
Q1 2024
Shares 45,388 Value ($000) $2,274 Avg Close — Range —
Q4 2023
Shares 45,904 Value ($000) $2,141 Avg Close — Range —
Q3 2023
Shares 50,128 Value ($000) $2,068 Avg Close — Range —
Q2 2023
Shares 49,840 Value ($000) $2,153 Avg Close — Range —
Q1 2023
Shares 49,989 Value ($000) $2,036 Avg Close — Range —
Q4 2022
Shares 50,533 Value ($000) $1,965 Avg Close — Range —
Q3 2022
Shares 49,989 Value ($000) $1,922 Avg Close — Range —
Q2 2022
Shares 49,759 Value ($000) $1,939 Avg Close — Range —