SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 57,109 Value ($000) $6,094 Avg Close — Range —
Q3 2025
Shares 58,452 Value ($000) $6,109 Avg Close — Range —
Q2 2025
Shares 59,340 Value ($000) $5,656 Avg Close — Range —
Q1 2025
Shares 85,178 Value ($000) $6,846 Avg Close — Range —
Q4 2024
Shares 77,538 Value ($000) $6,816 Avg Close — Range —
Q3 2024
Shares 79,892 Value ($000) $6,626 Avg Close — Range —
Q2 2024
Shares 80,603 Value ($000) $6,459 Avg Close — Range —
Q1 2024
Shares 81,040 Value ($000) $5,928 Avg Close — Range —
Q4 2023
Shares 80,434 Value ($000) $5,233 Avg Close — Range —
Q3 2023
Shares 65,760 Value ($000) $3,898 Avg Close — Range —
Q2 2023
Shares 46,980 Value ($000) $2,866 Avg Close — Range —
Q1 2023
Shares 57,387 Value ($000) $3,177 Avg Close — Range —
Q4 2022
Shares 91,437 Value ($000) $5,003 Avg Close — Range —
Q1 2022
Shares 11,345 Value ($000) $656 Avg Close — Range —
Q4 2021
Shares 11,185 Value ($000) $742 Avg Close — Range —
Q3 2021
Shares 10,760 Value ($000) $775 Avg Close — Range —
Q2 2021
Shares 9,865 Value ($000) $648 Avg Close — Range —
Q1 2021
Shares 9,350 Value ($000) $555 Avg Close — Range —
Q4 2020
Shares 6,835 Value ($000) $393 Avg Close — Range —
Q3 2020
Shares 6,135 Value ($000) $321 Avg Close — Range —
Q2 2020
Shares 6,942 Value ($000) $344 Avg Close — Range —
Q1 2020
Shares 6,954 Value ($000) $284 Avg Close — Range —
Q1 2017
Shares 340 Value ($000) $38,556 Avg Close — Range —