SPDR SER TR

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

Uptown Financial Advisors LLC's Holding History (CIK: 0002066147)

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

Q4 2025
Shares 145,397 Value ($000) $8,260 Avg Close — Range —
Q3 2025
Shares 146,458 Value ($000) $8,104 Avg Close — Range —
Q2 2025
Shares 142,144 Value ($000) $7,440 Avg Close — Range —
Q1 2025
Shares 129,458 Value ($000) $6,611 Avg Close — Range —
Q4 2024
Shares 126,633 Value ($000) $6,476 Avg Close — Range —