SPDR SER TR

Ticker: SPAB CUSIP: 78464A649 Class: ETF-FIXED INCOM

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 18,133 Value ($000) $467 Avg Close Range
Q3 2025
Shares 16,385 Value ($000) $424 Avg Close Range
Q2 2025
Shares 17,385 Value ($000) $445 Avg Close Range
Q1 2025
Shares 17,628 Value ($000) $450 Avg Close Range
Q4 2024
Shares 18,022 Value ($000) $450 Avg Close Range
Q3 2024
Shares 18,649 Value ($000) $487 Avg Close Range
Q2 2024
Shares 17,816 Value ($000) $447 Avg Close Range
Q1 2024
Shares 18,935 Value ($000) $479 Avg Close Range
Q4 2023
Shares 19,463 Value ($000) $499 Avg Close Range
Q3 2023
Shares 13,808 Value ($000) $336 Avg Close Range
Q2 2023
Shares 15,071 Value ($000) $382 Avg Close Range
Q1 2023
Shares 15,558 Value ($000) $401 Avg Close Range
Q4 2022
Shares 16,923 Value ($000) $425 Avg Close Range
Q2 2022
Shares 18,713 Value ($000) $493 Avg Close Range
Q1 2022
Shares 21,355 Value ($000) $593 Avg Close Range
Q4 2021
Shares 21,404 Value ($000) $607 Avg Close Range