SPDR SER TR

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

Goldstein Advisors, LLC's Holding History (CIK: 0001963807)

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

Q4 2025
Shares 4,448 Value ($000) $253 Avg Close Range
Q3 2025
Shares 4,434 Value ($000) $245 Avg Close Range
Q2 2025
Shares 4,434 Value ($000) $232 Avg Close Range
Q1 2025
Shares 4,568 Value ($000) $233 Avg Close Range
Q4 2024
Shares 4,568 Value ($000) $234 Avg Close Range
Q3 2024
Shares 4,689 Value ($000) $248 Avg Close Range
Q2 2024
Shares 5,063 Value ($000) $247 Avg Close Range
Q1 2024
Shares 5,179 Value ($000) $259 Avg Close Range
Q4 2023
Shares 5,533 Value ($000) $258 Avg Close Range
Q3 2023
Shares 5,621 Value ($000) $232 Avg Close Range
Q2 2023
Shares 5,701 Value ($000) $246 Avg Close Range
Q1 2023
Shares 5,701 Value ($000) $232 Avg Close Range
Q4 2022
Shares 5,891 Value ($000) $229 Avg Close Range