SPDR SER TR

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

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025
Shares 22,217 Value ($000) $1,262 Avg Close — Range —
Q3 2025
Shares 22,357 Value ($000) $1,237 Avg Close — Range —
Q2 2025
Shares 23,114 Value ($000) $1,210 Avg Close — Range —
Q1 2025
Shares 23,807 Value ($000) $1,216 Avg Close — Range —
Q4 2024
Shares 27,698 Value ($000) $1,416 Avg Close — Range —
Q3 2024
Shares 30,699 Value ($000) $1,623 Avg Close — Range —
Q2 2024
Shares 31,715 Value ($000) $1,546 Avg Close — Range —