SPDR SER TR

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

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 33,307 Value ($000) $2,748 Avg Close — Range —
Q3 2025
Shares 33,304 Value ($000) $2,686 Avg Close — Range —
Q2 2025
Shares 33,433 Value ($000) $2,504 Avg Close — Range —
Q1 2025
Shares 33,451 Value ($000) $2,275 Avg Close — Range —
Q4 2024
Shares 33,447 Value ($000) $2,389 Avg Close — Range —
Q3 2024
Shares 33,460 Value ($000) $2,344 Avg Close — Range —
Q2 2024
Shares 35,862 Value ($000) $2,379 Avg Close — Range —
Q1 2024
Shares 35,860 Value ($000) $2,300 Avg Close — Range —
Q4 2023
Shares 35,865 Value ($000) $2,096 Avg Close — Range —
Q3 2023
Shares 35,897 Value ($000) $1,884 Avg Close — Range —
Q2 2023
Shares 37,230 Value ($000) $2,027 Avg Close — Range —
Q1 2023
Shares 37,190 Value ($000) $1,876 Avg Close — Range —
Q4 2022
Shares 37,188 Value ($000) $1,759 Avg Close — Range —
Q3 2022
Shares 36,366 Value ($000) $1,604 Avg Close — Range —
Q2 2022
Shares 39,560 Value ($000) $1,839 Avg Close — Range —
Q1 2022
Shares 38,331 Value ($000) $2,130 Avg Close — Range —
Q4 2021
Shares 38,466 Value ($000) $2,248 Avg Close — Range —
Q3 2021
Shares 33,880 Value ($000) $1,795 Avg Close — Range —
Q2 2021
Shares 33,873 Value ($000) $1,794 Avg Close — Range —
Q1 2021
Shares 38,426 Value ($000) $1,890 Avg Close — Range —
Q4 2020
Shares 37,053 Value ($000) $1,708 Avg Close — Range —
Q3 2020
Shares 37,050 Value ($000) $1,515 Avg Close — Range —
Q2 2020
Shares 37,076 Value ($000) $1,401 Avg Close — Range —
Q1 2020
Shares 25,631 Value ($000) $806 Avg Close — Range —