SPDR SER TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 77,620 Value ($000) $8,282 Avg Close — Range —
Q3 2025
Shares 79,290 Value ($000) $8,287 Avg Close — Range —
Q2 2025
Shares 76,864 Value ($000) $7,327 Avg Close — Range —
Q1 2025
Shares 48,555 Value ($000) $3,902 Avg Close — Range —
Q4 2024
Shares 47,744 Value ($000) $4,197 Avg Close — Range —
Q3 2024
Shares 47,356 Value ($000) $3,928 Avg Close — Range —
Q2 2024
Shares 43,611 Value ($000) $3,495 Avg Close — Range —
Q1 2024
Shares 42,072 Value ($000) $3,078 Avg Close — Range —
Q4 2023
Shares 31,009 Value ($000) $2,017 Avg Close — Range —
Q3 2023
Shares 30,183 Value ($000) $1,789 Avg Close — Range —
Q2 2023
Shares 20,392 Value ($000) $1,244 Avg Close — Range —
Q1 2023
Shares 30,676 Value ($000) $1,698 Avg Close — Range —
Q4 2022
Shares 91,411 Value ($000) $4,992 Avg Close — Range —
Q3 2022
Shares 15,608 Value ($000) $821 Avg Close — Range —
Q1 2022
Shares 11,345 Value ($000) $656 Avg Close — Range —