SPDR SER TR

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

Wallace Advisory Group, LLC's Holding History (CIK: 0001932645)

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

Q4 2025
Shares 12,053 Value ($000) $685 Avg Close — Range —
Q3 2025
Shares 11,593 Value ($000) $607 Avg Close — Range —
Q2 2025
Shares 11,267 Value ($000) $575 Avg Close — Range —
Q1 2025
Shares 11,124 Value ($000) $569 Avg Close — Range —
Q4 2024
Shares 12,758 Value ($000) $674 Avg Close — Range —
Q3 2024
Shares 13,481 Value ($000) $657 Avg Close — Range —
Q2 2024
Shares 13,481 Value ($000) $657 Avg Close — Range —
Q1 2024
Shares 10,517 Value ($000) $490 Avg Close — Range —
Q4 2023
Shares 11,536 Value ($000) $476 Avg Close — Range —
Q3 2023
Shares 11,604 Value ($000) $501 Avg Close — Range —
Q2 2023
Shares 11,876 Value ($000) $484 Avg Close — Range —
Q1 2023
Shares 11,876 Value ($000) $484 Avg Close — Range —
Q4 2022
Shares 11,835 Value ($000) $460 Avg Close — Range —