SPDR SER TR

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

POWER WEALTH MANAGEMENT LLC's Holding History (CIK: 0002001039)

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

Q4 2025
Shares 267,730 Value ($000) $15,210 Avg Close — Range —
Q3 2025
Shares 262,645 Value ($000) $14,532 Avg Close — Range —
Q2 2025
Shares 237,237 Value ($000) $12,417 Avg Close — Range —
Q1 2025
Shares 224,715 Value ($000) $11,476 Avg Close — Range —
Q4 2024
Shares 204,226 Value ($000) $10,444 Avg Close — Range —
Q3 2024
Shares 186,875 Value ($000) $9,878 Avg Close — Range —
Q2 2024
Shares 162,917 Value ($000) $7,941 Avg Close — Range —
Q1 2024
Shares 76,836 Value ($000) $3,850 Avg Close — Range —
Q4 2023
Shares 69,392 Value ($000) $3,236 Avg Close — Range —