SPDR SER TR

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

United Advisor Group, LLC's Holding History (CIK: 0002004873)

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

Q4 2025
Shares 78,311 Value ($000) $4,449 Avg Close Range
Q3 2025
Shares 75,242 Value ($000) $4,163 Avg Close Range
Q2 2025
Shares 79,247 Value ($000) $4,148 Avg Close Range
Q1 2025
Shares 51,665 Value ($000) $2,639 Avg Close Range
Q4 2024
Shares 42,564 Value ($000) $2,177 Avg Close Range
Q1 2024
Shares 4,560 Value ($000) $228 Avg Close Range