SPDR SER TR

Ticker: SLYG CUSIP: 78464A201 Class: S&P 600 SMCP GRW

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q4 2025
Shares 27,009 Value ($000) $2,544 Avg Close — Range —
Q3 2025
Shares 98,515 Value ($000) $9,371 Avg Close — Range —
Q2 2025
Shares 96,775 Value ($000) $8,589 Avg Close — Range —
Q1 2025
Shares 104,305 Value ($000) $8,657 Avg Close — Range —
Q4 2024
Shares 105,810 Value ($000) $9,560 Avg Close — Range —
Q3 2024
Shares 105,887 Value ($000) $9,859 Avg Close — Range —
Q2 2024
Shares 104,052 Value ($000) $8,934 Avg Close — Range —
Q1 2024
Shares 101,280 Value ($000) $8,835 Avg Close — Range —
Q4 2023
Shares 101,147 Value ($000) $8,459 Avg Close — Range —
Q3 2023
Shares 98,075 Value ($000) $7,186 Avg Close — Range —
Q2 2023
Shares 97,224 Value ($000) $7,482 Avg Close — Range —
Q1 2023
Shares 97,385 Value ($000) $7,182 Avg Close — Range —
Q4 2022
Shares 72,922 Value ($000) $4,967 Avg Close — Range —
Q3 2022
Shares 72,922 Value ($000) $4,967 Avg Close — Range —
Q2 2022
Shares 66,910 Value ($000) $4,707 Avg Close — Range —