SPDR SER TR

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

WJ Wealth Management, LLC's Holding History (CIK: 0001801674)

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

Q2 2025
Shares 4,444 Value ($000) $333 Avg Close — Range —
Q1 2025
Shares 4,670 Value ($000) $318 Avg Close — Range —
Q4 2024
Shares 4,674 Value ($000) $334 Avg Close — Range —
Q3 2024
Shares 4,674 Value ($000) $327 Avg Close — Range —
Q2 2024
Shares 4,674 Value ($000) $310 Avg Close — Range —
Q1 2024
Shares 4,676 Value ($000) $300 Avg Close — Range —
Q4 2023
Shares 4,676 Value ($000) $273 Avg Close — Range —
Q3 2023
Shares 4,672 Value ($000) $245 Avg Close — Range —
Q2 2023
Shares 4,672 Value ($000) $254 Avg Close — Range —
Q4 2022
Shares 4,972 Value ($000) $235 Avg Close — Range —
Q3 2022
Shares 7,332 Value ($000) $323 Avg Close — Range —