SPDR SER TR

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

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 2,735 Value ($000) $249 Avg Close Range
Q3 2025
Shares 39,271 Value ($000) $3,481 Avg Close Range
Q2 2025
Shares 41,045 Value ($000) $3,274 Avg Close Range
Q1 2025
Shares 38,203 Value ($000) $2,995 Avg Close Range
Q4 2024
Shares 39,160 Value ($000) $3,417 Avg Close Range
Q3 2024
Shares 40,887 Value ($000) $3,550 Avg Close Range
Q2 2024
Shares 42,579 Value ($000) $3,657 Avg Close Range
Q1 2024
Shares 44,001 Value ($000) $3,651 Avg Close Range
Q4 2023
Shares 45,835 Value ($000) $3,818 Avg Close Range
Q3 2023
Shares 49,453 Value ($000) $3,579 Avg Close Range
Q2 2023
Shares 51,890 Value ($000) $4,005 Avg Close Range
Q1 2023
Shares 52,631 Value ($000) $4,009 Avg Close Range
Q4 2022
Shares 52,818 Value ($000) $3,920 Avg Close Range
Q3 2022
Shares 47,193 Value ($000) $3,169 Avg Close Range
Q2 2022
Shares 46,419 Value ($000) $3,361 Avg Close Range
Q1 2022
Shares 44,484 Value ($000) $3,707 Avg Close Range
Q4 2021
Shares 53,078 Value ($000) $3,201 Avg Close Range
Q3 2021
Shares 47,449 Value ($000) $3,889 Avg Close Range
Q2 2021
Shares 47,650 Value ($000) $4,084 Avg Close Range
Q1 2021
Shares 53,743 Value ($000) $4,406 Avg Close Range
Q4 2020
Shares 64,293 Value ($000) $4,256 Avg Close Range
Q3 2020
Shares 76,117 Value ($000) $3,813 Avg Close Range
Q2 2020
Shares 78,350 Value ($000) $3,849 Avg Close Range
Q1 2020
Shares 57,173 Value ($000) $2,336 Avg Close Range
Q4 2019
Shares 69,782 Value ($000) $4,585 Avg Close Range
Q3 2019
Shares 69,174 Value ($000) $4,238 Avg Close Range
Q2 2019
Shares 60,512 Value ($000) $3,672 Avg Close Range
Q1 2019
Shares 53,078 Value ($000) $3,201 Avg Close Range
Q4 2018
Shares 47,965 Value ($000) $2,581 Avg Close Range