SPDR SER TR

Ticker: ONEY CUSIP: 78468R770 Class: RUSSELL YIELD

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

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

Q4 2025
Shares 2,855 Value ($000) $324 Avg Close — Range —
Q3 2025
Shares 2,900 Value ($000) $328 Avg Close — Range —
Q2 2025
Shares 2,900 Value ($000) $314 Avg Close — Range —
Q1 2025
Shares 2,900 Value ($000) $317 Avg Close — Range —
Q4 2024
Shares 2,900 Value ($000) $316 Avg Close — Range —
Q3 2024
Shares 2,765 Value ($000) $310 Avg Close — Range —
Q2 2024
Shares 2,765 Value ($000) $287 Avg Close — Range —
Q1 2024
Shares 2,765 Value ($000) $300 Avg Close — Range —
Q4 2023
Shares 2,765 Value ($000) $278 Avg Close — Range —
Q3 2023
Shares 2,771 Value ($000) $253 Avg Close — Range —
Q2 2023
Shares 2,771 Value ($000) $264 Avg Close — Range —
Q1 2023
Shares 2,765 Value ($000) $261 Avg Close — Range —
Q4 2022
Shares 2,765 Value ($000) $259 Avg Close — Range —
Q3 2022
Shares 2,765 Value ($000) $230 Avg Close — Range —
Q2 2022
Shares 2,765 Value ($000) $246 Avg Close — Range —
Q1 2022
Shares 2,775 Value ($000) $281 Avg Close — Range —
Q4 2021
Shares 2,775 Value ($000) $279 Avg Close — Range —
Q3 2021
Shares 3,125 Value ($000) $291 Avg Close — Range —
Q2 2021
Shares 3,125 Value ($000) $296 Avg Close — Range —
Q1 2021
Shares 2,615 Value ($000) $235 Avg Close — Range —
Q4 2020
Shares 3,138 Value ($000) $236 Avg Close — Range —