SPDR SER TR

Ticker: SPTI CUSIP: 78464A672 Class: PORTFLI INTRMDIT

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

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

Q4 2025
Shares 41,768 Value ($000) $1,205 Avg Close — Range —
Q3 2025
Shares 39,351 Value ($000) $1,137 Avg Close — Range —
Q2 2025
Shares 38,277 Value ($000) $1,101 Avg Close — Range —
Q1 2025
Shares 40,664 Value ($000) $1,162 Avg Close — Range —
Q4 2024
Shares 41,495 Value ($000) $1,157 Avg Close — Range —
Q3 2024
Shares 40,850 Value ($000) $1,187 Avg Close — Range —
Q2 2024
Shares 38,408 Value ($000) $1,076 Avg Close — Range —
Q1 2024
Shares 33,806 Value ($000) $953 Avg Close — Range —