SPDR SER TR

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

JDM Financial Group LLC's Holding History (CIK: 0001960212)

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

Q4 2025
Shares 64,329 Value ($000) $3,655 Avg Close — Range —
Q3 2025
Shares 64,750 Value ($000) $3,583 Avg Close — Range —
Q2 2025
Shares 65,699 Value ($000) $3,439 Avg Close — Range —
Q1 2025
Shares 65,747 Value ($000) $3,358 Avg Close — Range —
Q4 2024
Shares 66,211 Value ($000) $3,386 Avg Close — Range —
Q3 2024
Shares 63,316 Value ($000) $3,347 Avg Close — Range —
Q2 2024
Shares 98,804 Value ($000) $4,816 Avg Close — Range —
Q1 2024
Shares 96,948 Value ($000) $4,857 Avg Close — Range —
Q4 2023
Shares 89,367 Value ($000) $4,167 Avg Close — Range —
Q3 2023
Shares 90,280 Value ($000) $3,725 Avg Close — Range —
Q2 2023
Shares 90,091 Value ($000) $3,892 Avg Close — Range —
Q1 2023
Shares 89,642 Value ($000) $3,650 Avg Close — Range —
Q4 2022
Shares 95,043 Value ($000) $3,696 Avg Close — Range —