SPDR SER TR

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

TRITONPOINT WEALTH, LLC's Holding History (CIK: 0002008171)

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

Q3 2025
Shares 91,201 Value ($000) $5,046 Avg Close — Range —
Q2 2025
Shares 93,195 Value ($000) $4,878 Avg Close — Range —
Q1 2025
Shares 92,964 Value ($000) $4,748 Avg Close — Range —
Q4 2024
Shares 74,034 Value ($000) $3,786 Avg Close — Range —
Q3 2024
Shares 74,848 Value ($000) $3,944 Avg Close — Range —
Q2 2024
Shares 82,958 Value ($000) $4,043 Avg Close — Range —