SPDR SER TR

Ticker: SPTL CUSIP: 78464A664 Class: PORTFOLIO LN TSR

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 4,191,106 Value ($000) $110,939 Avg Close — Range —
Q3 2025
Shares 4,028,364 Value ($000) $108,564 Avg Close — Range —
Q2 2025
Shares 3,837,974 Value ($000) $102,013 Avg Close — Range —
Q1 2025
Shares 3,717,179 Value ($000) $101,330 Avg Close — Range —
Q4 2024
Shares 3,610,306 Value ($000) $94,554 Avg Close — Range —
Q3 2024
Shares 3,547,183 Value ($000) $103,117 Avg Close — Range —
Q2 2024
Shares 3,619,664 Value ($000) $98,527 Avg Close — Range —