SPDR SER TR

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

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 69,965 Value ($000) $3,975 Avg Close — Range —
Q3 2025
Shares 78,150 Value ($000) $4,324 Avg Close — Range —
Q2 2025
Shares 77,848 Value ($000) $4,075 Avg Close — Range —
Q1 2025
Shares 47,243 Value ($000) $2,413 Avg Close — Range —
Q4 2024
Shares 47,116 Value ($000) $2,410 Avg Close — Range —
Q3 2024
Shares 60,462 Value ($000) $3,196 Avg Close — Range —
Q2 2024
Shares 60,411 Value ($000) $2,944 Avg Close — Range —
Q1 2024
Shares 60,312 Value ($000) $3,022 Avg Close — Range —
Q4 2023
Shares 60,343 Value ($000) $2,814 Avg Close — Range —
Q3 2023
Shares 61,023 Value ($000) $2,518 Avg Close — Range —
Q2 2023
Shares 61,877 Value ($000) $2,673 Avg Close — Range —
Q1 2023
Shares 61,941 Value ($000) $2,522 Avg Close — Range —
Q4 2022
Shares 62,215 Value ($000) $2,432 Avg Close — Range —
Q3 2022
Shares 58,165 Value ($000) $2,303 Avg Close — Range —
Q2 2022
Shares 57,989 Value ($000) $2,256 Avg Close — Range —
Q1 2022
Shares 58,492 Value ($000) $2,396 Avg Close — Range —
Q4 2021
Shares 59,396 Value ($000) $2,444 Avg Close — Range —
Q3 2021
Shares 56,506 Value ($000) $2,204 Avg Close — Range —
Q2 2021
Shares 58,531 Value ($000) $2,314 Avg Close — Range —