SPDR SER TR

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

WALLER FINANCIAL PLANNING GROUP, INC's Holding History (CIK: 0001736079)

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

Q4 2025
Shares 353,198 Value ($000) $37,686 Avg Close — Range —
Q3 2025
Shares 102,017 Value ($000) $10,662 Avg Close — Range —
Q2 2025
Shares 99,762 Value ($000) $9,509 Avg Close — Range —
Q1 2025
Shares 81,866 Value ($000) $6,580 Avg Close — Range —
Q4 2024
Shares 90,006 Value ($000) $7,912 Avg Close — Range —
Q3 2024
Shares 85,051 Value ($000) $7,054 Avg Close — Range —
Q2 2024
Shares 83,067 Value ($000) $6,656 Avg Close — Range —
Q1 2024
Shares 82,975 Value ($000) $6,070 Avg Close — Range —
Q4 2023
Shares 71,095 Value ($000) $4,625 Avg Close — Range —
Q3 2023
Shares 72,822 Value ($000) $4,317 Avg Close — Range —
Q2 2023
Shares 76,176 Value ($000) $4,647 Avg Close — Range —
Q1 2023
Shares 83,134 Value ($000) $4,602 Avg Close — Range —
Q4 2022
Shares 119,688 Value ($000) $6,065 Avg Close — Range —
Q3 2022
Shares 119,439 Value ($000) $5,984 Avg Close — Range —
Q2 2022
Shares 119,069 Value ($000) $6,225 Avg Close — Range —
Q1 2022
Shares 111,886 Value ($000) $7,408 Avg Close — Range —
Q4 2021
Shares 109,477 Value ($000) $7,934 Avg Close — Range —
Q3 2021
Shares 116,481 Value ($000) $7,457 Avg Close — Range —
Q2 2021
Shares 114,095 Value ($000) $7,185 Avg Close — Range —
Q1 2021
Shares 98,410 Value ($000) $5,550 Avg Close — Range —
Q4 2020
Shares 101,870 Value ($000) $5,632 Avg Close — Range —
Q3 2020
Shares 117,576 Value ($000) $5,892 Avg Close — Range —
Q2 2020
Shares 120,242 Value ($000) $5,401 Avg Close — Range —
Q1 2020
Shares 184,213 Value ($000) $6,584 Avg Close — Range —
Q4 2019
Shares 157,349 Value ($000) $6,594 Avg Close — Range —
Q3 2019
Shares 155,004 Value ($000) $6,118 Avg Close — Range —
Q2 2019
Shares 148,472 Value ($000) $5,894 Avg Close — Range —
Q1 2019
Shares 141,592 Value ($000) $5,380 Avg Close — Range —
Q4 2018
Shares 136,970 Value ($000) $4,452 Avg Close — Range —