SPDR SER TR

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

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 31,389 Value ($000) $2,855 Avg Close — Range —
Q3 2025
Shares 31,249 Value ($000) $2,770 Avg Close — Range —
Q2 2025
Shares 31,136 Value ($000) $2,483 Avg Close — Range —
Q1 2025
Shares 26,073 Value ($000) $2,044 Avg Close — Range —
Q4 2024
Shares 25,544 Value ($000) $2,229 Avg Close — Range —
Q3 2024
Shares 24,885 Value ($000) $2,161 Avg Close — Range —
Q2 2024
Shares 24,811 Value ($000) $1,943 Avg Close — Range —
Q1 2024
Shares 23,464 Value ($000) $1,947 Avg Close — Range —
Q4 2023
Shares 23,858 Value ($000) $1,988 Avg Close — Range —
Q3 2023
Shares 22,129 Value ($000) $1,602 Avg Close — Range —
Q2 2023
Shares 22,408 Value ($000) $1,730 Avg Close — Range —
Q1 2023
Shares 26,083 Value ($000) $1,987 Avg Close — Range —
Q4 2022
Shares 26,140 Value ($000) $1,941 Avg Close — Range —
Q3 2022
Shares 24,204 Value ($000) $1,896 Avg Close — Range —
Q2 2022
Shares 24,983 Value ($000) $1,895 Avg Close — Range —
Q1 2022
Shares 28,721 Value ($000) $2,326 Avg Close — Range —
Q4 2021
Shares 28,712 Value ($000) $2,345 Avg Close — Range —
Q3 2021
Shares 29,505 Value ($000) $2,418 Avg Close — Range —
Q2 2021
Shares 29,471 Value ($000) $2,526 Avg Close — Range —