SPDR SER TR

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

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 143,431 Value ($000) $13,048 Avg Close — Range —
Q3 2025
Shares 144,379 Value ($000) $12,799 Avg Close — Range —
Q2 2025
Shares 147,502 Value ($000) $11,765 Avg Close — Range —
Q1 2025
Shares 161,915 Value ($000) $12,694 Avg Close — Range —
Q4 2024
Shares 161,693 Value ($000) $14,108 Avg Close — Range —
Q3 2024
Shares 167,030 Value ($000) $14,502 Avg Close — Range —
Q2 2024
Shares 168,790 Value ($000) $13,218 Avg Close — Range —
Q1 2024
Shares 171,514 Value ($000) $14,230 Avg Close — Range —
Q4 2023
Shares 169,735 Value ($000) $14,141 Avg Close — Range —
Q3 2023
Shares 170,595 Value ($000) $12,346 Avg Close — Range —
Q2 2023
Shares 177,312 Value ($000) $13,687 Avg Close — Range —
Q1 2023
Shares 172,978 Value ($000) $13,177 Avg Close — Range —
Q4 2022
Shares 175,831 Value ($000) $13,050 Avg Close — Range —
Q3 2022
Shares 177,723 Value ($000) $11,932 Avg Close — Range —
Q2 2022
Shares 181,791 Value ($000) $13,163 Avg Close — Range —
Q1 2022
Shares 178,802 Value ($000) $14,900 Avg Close — Range —
Q4 2021
Shares 165,509 Value ($000) $14,022 Avg Close — Range —
Q3 2021
Shares 166,188 Value ($000) $13,621 Avg Close — Range —
Q2 2021
Shares 169,197 Value ($000) $14,502 Avg Close — Range —
Q1 2021
Shares 165,447 Value ($000) $13,565 Avg Close — Range —
Q4 2020
Shares 160,732 Value ($000) $10,639 Avg Close — Range —
Q3 2020
Shares 153,250 Value ($000) $7,676 Avg Close — Range —
Q2 2020
Shares 152,110 Value ($000) $7,472 Avg Close — Range —
Q1 2020
Shares 58,271 Value ($000) $2,381 Avg Close — Range —
Q4 2019
Shares 78,199 Value ($000) $5,138 Avg Close — Range —
Q3 2019
Shares 70,245 Value ($000) $4,303 Avg Close — Range —
Q2 2019
Shares 61,388 Value ($000) $3,725 Avg Close — Range —
Q1 2019
Shares 25,852 Value ($000) $1,559 Avg Close — Range —
Q4 2018
Shares 21,033 Value ($000) $1,132 Avg Close — Range —