SPDR SER TR

Ticker: SLYV CUSIP: 78464A300 Class: S&P 600 SMCP VAL

WALLER FINANCIAL PLANNING GROUP, INC's Holding History (CIK: 0001736079)

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

Q4 2025
Shares 28,375 Value ($000) $2,581 Avg Close — Range —
Q3 2025
Shares 60,722 Value ($000) $5,383 Avg Close — Range —
Q2 2025
Shares 60,043 Value ($000) $4,789 Avg Close — Range —
Q1 2025
Shares 47,089 Value ($000) $3,692 Avg Close — Range —
Q4 2024
Shares 62,746 Value ($000) $5,475 Avg Close — Range —
Q3 2024
Shares 60,922 Value ($000) $5,289 Avg Close — Range —
Q2 2024
Shares 59,199 Value ($000) $4,636 Avg Close — Range —
Q1 2024
Shares 53,716 Value ($000) $4,457 Avg Close — Range —
Q4 2023
Shares 51,184 Value ($000) $4,264 Avg Close — Range —
Q3 2023
Shares 51,253 Value ($000) $3,709 Avg Close — Range —
Q2 2023
Shares 51,601 Value ($000) $3,983 Avg Close — Range —
Q1 2023
Shares 48,878 Value ($000) $3,724 Avg Close — Range —
Q4 2022
Shares 62,840 Value ($000) $4,664 Avg Close — Range —
Q3 2022
Shares 67,263 Value ($000) $4,516 Avg Close — Range —
Q2 2022
Shares 66,243 Value ($000) $4,797 Avg Close — Range —
Q1 2022
Shares 66,350 Value ($000) $5,529 Avg Close — Range —
Q4 2021
Shares 64,613 Value ($000) $5,474 Avg Close — Range —
Q3 2021
Shares 65,755 Value ($000) $5,389 Avg Close — Range —
Q2 2021
Shares 65,726 Value ($000) $5,633 Avg Close — Range —
Q1 2021
Shares 66,000 Value ($000) $5,411 Avg Close — Range —
Q4 2020
Shares 77,793 Value ($000) $5,149 Avg Close — Range —
Q3 2020
Shares 89,581 Value ($000) $4,487 Avg Close — Range —
Q2 2020
Shares 90,710 Value ($000) $4,456 Avg Close — Range —
Q1 2020
Shares 126,134 Value ($000) $5,154 Avg Close — Range —
Q4 2019
Shares 90,806 Value ($000) $5,967 Avg Close — Range —
Q3 2019
Shares 88,764 Value ($000) $5,621 Avg Close — Range —
Q2 2019
Shares 84,336 Value ($000) $5,053 Avg Close — Range —
Q1 2019
Shares 80,074 Value ($000) $5,034 Avg Close — Range —
Q4 2018
Shares 73,648 Value ($000) $3,964 Avg Close — Range —