SPDR SER TR

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

POTENTIA WEALTH's Holding History (CIK: 0002052308)

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

Q4 2025
Shares 455,161 Value ($000) $25,858 Avg Close — Range —
Q3 2025
Shares 441,335 Value ($000) $24,419 Avg Close — Range —
Q2 2025
Shares 418,146 Value ($000) $21,886 Avg Close — Range —
Q1 2025
Shares 389,246 Value ($000) $19,879 Avg Close — Range —
Q4 2024
Shares 379,955 Value ($000) $19,431 Avg Close — Range —