SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

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

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

Q4 2025
Shares 15,529 Value ($000) $1,281 Avg Close — Range —
Q3 2025
Shares 15,657 Value ($000) $1,263 Avg Close — Range —
Q2 2025
Shares 15,693 Value ($000) $1,175 Avg Close — Range —
Q1 2025
Shares 16,875 Value ($000) $1,148 Avg Close — Range —
Q4 2024
Shares 16,282 Value ($000) $1,163 Avg Close — Range —
Q3 2024
Shares 15,166 Value ($000) $1,063 Avg Close — Range —
Q2 2024
Shares 15,426 Value ($000) $1,024 Avg Close — Range —
Q1 2024
Shares 15,191 Value ($000) $975 Avg Close — Range —
Q4 2023
Shares 16,472 Value ($000) $963 Avg Close — Range —
Q3 2023
Shares 16,176 Value ($000) $849 Avg Close — Range —
Q2 2023
Shares 16,144 Value ($000) $879 Avg Close — Range —
Q1 2023
Shares 16,071 Value ($000) $810 Avg Close — Range —
Q4 2022
Shares 27,013 Value ($000) $1,277 Avg Close — Range —
Q3 2022
Shares 26,680 Value ($000) $1,177 Avg Close — Range —
Q2 2022
Shares 26,669 Value ($000) $1,240 Avg Close — Range —
Q1 2022
Shares 34,338 Value ($000) $1,908 Avg Close — Range —
Q4 2021
Shares 36,577 Value ($000) $2,138 Avg Close — Range —
Q3 2021
Shares 37,502 Value ($000) $1,987 Avg Close — Range —
Q2 2021
Shares 38,690 Value ($000) $2,049 Avg Close — Range —
Q1 2021
Shares 42,073 Value ($000) $2,070 Avg Close — Range —
Q4 2020
Shares 50,855 Value ($000) $2,344 Avg Close — Range —
Q3 2020
Shares 78,413 Value ($000) $3,206 Avg Close — Range —
Q2 2020
Shares 81,979 Value ($000) $3,097 Avg Close — Range —
Q1 2020
Shares 143,037 Value ($000) $4,499 Avg Close — Range —
Q4 2019
Shares 435,756 Value ($000) $17,369 Avg Close — Range —
Q3 2019
Shares 433,204 Value ($000) $16,275 Avg Close — Range —
Q2 2019
Shares 412,960 Value ($000) $15,350 Avg Close — Range —
Q1 2019
Shares 390,176 Value ($000) $14,093 Avg Close — Range —
Q4 2018
Shares 394,257 Value ($000) $12,186 Avg Close — Range —