SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 371,396 Value ($000) $16,492 Avg Close — Range —
Q3 2025
Shares 367,681 Value ($000) $15,732 Avg Close — Range —
Q2 2025
Shares 378,855 Value ($000) $15,340 Avg Close — Range —
Q1 2025
Shares 376,383 Value ($000) $13,704 Avg Close — Range —
Q4 2024
Shares 376,772 Value ($000) $12,861 Avg Close — Range —
Q3 2024
Shares 355,441 Value ($000) $13,350 Avg Close — Range —
Q2 2024
Shares 378,884 Value ($000) $13,291 Avg Close — Range —
Q1 2024
Shares 345,782 Value ($000) $12,393 Avg Close — Range —
Q4 2023
Shares 345,679 Value ($000) $11,757 Avg Close — Range —
Q3 2023
Shares 336,256 Value ($000) $10,427 Avg Close — Range —
Q2 2023
Shares 330,777 Value ($000) $10,763 Avg Close — Range —
Q1 2023
Shares 326,299 Value ($000) $10,481 Avg Close — Range —
Q4 2022
Shares 316,785 Value ($000) $9,405 Avg Close — Range —
Q3 2022
Shares 324,798 Value ($000) $8,380 Avg Close — Range —
Q2 2022
Shares 331,874 Value ($000) $9,571 Avg Close — Range —
Q1 2022
Shares 320,718 Value ($000) $10,994 Avg Close — Range —
Q4 2021
Shares 362,988 Value ($000) $13,242 Avg Close — Range —
Q3 2021
Shares 374,852 Value ($000) $13,573 Avg Close — Range —
Q2 2021
Shares 375,793 Value ($000) $13,826 Avg Close — Range —
Q1 2021
Shares 381,791 Value ($000) $13,500 Avg Close — Range —
Q4 2020
Shares 322,630 Value ($000) $10,889 Avg Close — Range —
Q3 2020
Shares 310,290 Value ($000) $9,079 Avg Close — Range —
Q2 2020
Shares 301,620 Value ($000) $8,331 Avg Close — Range —
Q1 2020
Shares 340,253 Value ($000) $8,146 Avg Close — Range —
Q4 2019
Shares 138,474 Value ($000) $4,341 Avg Close — Range —