SPDR SER TR

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

Treasure Coast Financial Planning's Holding History (CIK: 0001911307)

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

Q4 2025
Shares 418,567 Value ($000) $34,529 Avg Close Range
Q3 2025
Shares 417,729 Value ($000) $33,690 Avg Close Range
Q2 2025
Shares 454,103 Value ($000) $34,008 Avg Close Range
Q1 2025
Shares 475,661 Value ($000) $32,350 Avg Close Range
Q4 2024
Shares 479,903 Value ($000) $34,279 Avg Close Range
Q3 2024
Shares 492,370 Value ($000) $34,495 Avg Close Range
Q2 2024
Shares 490,106 Value ($000) $32,519 Avg Close Range
Q1 2024
Shares 510,481 Value ($000) $32,747 Avg Close Range
Q4 2023
Shares 528,689 Value ($000) $30,902 Avg Close Range
Q3 2023
Shares 398,340 Value ($000) $20,909 Avg Close Range
Q2 2023
Shares 395,178 Value ($000) $21,514 Avg Close Range
Q1 2023
Shares 409,403 Value ($000) $20,646 Avg Close Range
Q4 2022
Shares 391,902 Value ($000) $18,533 Avg Close Range
Q3 2022
Shares 417,788 Value ($000) $18,429 Avg Close Range
Q2 2022
Shares 407,931 Value ($000) $18,961 Avg Close Range
Q1 2022
Shares 379,093 Value ($000) $21,070 Avg Close Range
Q4 2021
Shares 338,014 Value ($000) $19,757 Avg Close Range