SPDR SER TR

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

OLIO Financial Planning's Holding History (CIK: 0001906766)

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

Q4 2025
Shares 10,142 Value ($000) $837 Avg Close — Range —
Q3 2025
Shares 10,142 Value ($000) $818 Avg Close — Range —
Q2 2025
Shares 10,142 Value ($000) $760 Avg Close — Range —
Q1 2025
Shares 10,142 Value ($000) $690 Avg Close — Range —
Q4 2024
Shares 10,142 Value ($000) $724 Avg Close — Range —
Q3 2024
Shares 11,712 Value ($000) $687 Avg Close — Range —
Q2 2024
Shares 11,712 Value ($000) $687 Avg Close — Range —
Q1 2024
Shares 11,712 Value ($000) $687 Avg Close — Range —
Q4 2023
Shares 11,712 Value ($000) $687 Avg Close — Range —
Q3 2023
Shares 11,755 Value ($000) $617 Avg Close — Range —
Q2 2023
Shares 11,755 Value ($000) $640 Avg Close — Range —
Q1 2023
Shares 11,755 Value ($000) $593 Avg Close — Range —
Q4 2022
Shares 11,755 Value ($000) $604 Avg Close — Range —
Q3 2022
Shares 11,699 Value ($000) $516 Avg Close — Range —
Q2 2022
Shares 11,699 Value ($000) $544 Avg Close — Range —
Q1 2022
Shares 11,699 Value ($000) $650 Avg Close — Range —
Q4 2021
Shares 12,624 Value ($000) $738 Avg Close — Range —