SPDR SER TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2024
Shares 44,855 Value ($000) $1,175 Avg Close — Range —
Q3 2024
Shares 43,335 Value ($000) $1,260 Avg Close — Range —
Q2 2024
Shares 57,528 Value ($000) $1,566 Avg Close — Range —
Q1 2024
Shares 38,303 Value ($000) $1,070 Avg Close — Range —
Q4 2023
Shares 39,984 Value ($000) $1,160 Avg Close — Range —
Q3 2023
Shares 36,546 Value ($000) $956 Avg Close — Range —
Q2 2023
Shares 22,933 Value ($000) $686 Avg Close — Range —
Q1 2023
Shares 21,918 Value ($000) $677 Avg Close — Range —
Q4 2022
Shares 14,711 Value ($000) $427 Avg Close — Range —