SPDR SER TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 16,902 Value ($000) $960 Avg Close — Range —
Q3 2025
Shares 14,683 Value ($000) $812 Avg Close — Range —
Q2 2025
Shares 17,119 Value ($000) $896 Avg Close — Range —
Q1 2025
Shares 16,251 Value ($000) $830 Avg Close — Range —
Q4 2024
Shares 20,217 Value ($000) $1,034 Avg Close — Range —
Q3 2024
Shares 20,925 Value ($000) $1,106 Avg Close — Range —
Q2 2024
Shares 31,033 Value ($000) $1,513 Avg Close — Range —
Q1 2024
Shares 5,810 Value ($000) $291 Avg Close — Range —
Q4 2023
Shares 7,085 Value ($000) $330 Avg Close — Range —