SPDR SER TR

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

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 2,677 Value ($000) $244 Avg Close Range
Q3 2025
Shares 2,677 Value ($000) $237 Avg Close Range
Q2 2025
Shares 2,677 Value ($000) $214 Avg Close Range
Q1 2025
Shares 2,677 Value ($000) $210 Avg Close Range
Q4 2024
Shares 2,677 Value ($000) $234 Avg Close Range
Q3 2024
Shares 2,677 Value ($000) $232 Avg Close Range
Q2 2024
Shares 2,667 Value ($000) $209 Avg Close Range
Q1 2024
Shares 2,667 Value ($000) $221 Avg Close Range
Q4 2023
Shares 2,667 Value ($000) $222 Avg Close Range
Q3 2023
Shares 2,217 Value ($000) $160 Avg Close Range
Q2 2023
Shares 2,217 Value ($000) $171 Avg Close Range
Q1 2023
Shares 2,217 Value ($000) $169 Avg Close Range
Q4 2022
Shares 2,217 Value ($000) $165 Avg Close Range
Q3 2022
Shares 2,319 Value ($000) $156 Avg Close Range
Q2 2022
Shares 2,217 Value ($000) $161 Avg Close Range
Q1 2022
Shares 2,217 Value ($000) $185 Avg Close Range
Q4 2021
Shares 2,217 Value ($000) $188 Avg Close Range