SPDR SER TR

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

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

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

Q4 2025
Shares 211,931 Value ($000) $17,484 Avg Close — Range —
Q3 2025
Shares 201,382 Value ($000) $16,241 Avg Close — Range —
Q2 2025
Shares 198,046 Value ($000) $14,832 Avg Close — Range —
Q1 2025
Shares 122,792 Value ($000) $8,351 Avg Close — Range —
Q4 2024
Shares 181,877 Value ($000) $12,991 Avg Close — Range —
Q4 2023
Shares 146,154 Value ($000) $8,543 Avg Close — Range —
Q3 2023
Shares 88,658 Value ($000) $4,654 Avg Close — Range —
Q4 2022
Shares 47,216 Value ($000) $2,233 Avg Close — Range —
Q3 2022
Shares 44,607 Value ($000) $1,968 Avg Close — Range —
Q2 2022
Shares 39,665 Value ($000) $1,844 Avg Close — Range —
Q1 2022
Shares 157,937 Value ($000) $8,778,000 Avg Close — Range —