SPDR SER TR

Ticker: VLU CUSIP: 78464A128 Class: SPDR S&P1500VL

Roger Wittlin Investment Advisory, LLC's Holding History (CIK: 0001911328)

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

Q4 2025
Shares 23,959 Value ($000) $5,047 Avg Close — Range —
Q3 2025
Shares 39,252 Value ($000) $8,012 Avg Close — Range —
Q2 2025
Shares 42,147 Value ($000) $8,099 Avg Close — Range —
Q1 2025
Shares 40,666 Value ($000) $7,475 Avg Close — Range —
Q4 2024
Shares 40,725 Value ($000) $7,495 Avg Close — Range —
Q3 2024
Shares 40,498 Value ($000) $7,469 Avg Close — Range —
Q2 2024
Shares 42,267 Value ($000) $7,274 Avg Close — Range —
Q1 2024
Shares 42,802 Value ($000) $7,504 Avg Close — Range —
Q4 2023
Shares 34,791 Value ($000) $5,577 Avg Close — Range —
Q3 2023
Shares 33,591 Value ($000) $4,857 Avg Close — Range —
Q2 2023
Shares 33,409 Value ($000) $4,963 Avg Close — Range —
Q1 2023
Shares 33,223 Value ($000) $4,719 Avg Close — Range —
Q4 2022
Shares 28,614 Value ($000) $4,000 Avg Close — Range —
Q2 2022
Shares 21,729 Value ($000) $2,909 Avg Close — Range —