SPDR SER TR

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

Michael S. Ryan, Inc.'s Holding History (CIK: 0001987261)

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

Q4 2025
Shares 463,013 Value ($000) $26,304 Avg Close Range
Q3 2025
Shares 461,315 Value ($000) $25,525 Avg Close Range
Q2 2025
Shares 464,006 Value ($000) $24,286 Avg Close Range
Q1 2025
Shares 432,962 Value ($000) $22,111 Avg Close Range
Q4 2024
Shares 465,026 Value ($000) $23,781 Avg Close Range
Q3 2024
Shares 448,977 Value ($000) $23,733 Avg Close Range
Q2 2024
Shares 431,195 Value ($000) $21,016 Avg Close Range
Q1 2024
Shares 411,960 Value ($000) $20,639 Avg Close Range
Q4 2023
Shares 376,886 Value ($000) $17,574 Avg Close Range
Q3 2023
Shares 359,784 Value ($000) $14,586 Avg Close Range
Q2 2023
Shares 349,837 Value ($000) $15,155 Avg Close Range