SPDR SER TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 25,319 Value ($000) $2,089 Avg Close — Range —
Q3 2025
Shares 27,187 Value ($000) $2,193 Avg Close — Range —
Q2 2025
Shares 26,962 Value ($000) $2,019 Avg Close — Range —
Q1 2025
Shares 26,553 Value ($000) $1,806 Avg Close — Range —
Q4 2024
Shares 30,504 Value ($000) $2,179 Avg Close — Range —
Q3 2024
Shares 9,066 Value ($000) $635 Avg Close — Range —
Q4 2022
Shares 27,659 Value ($000) $1,415 Avg Close — Range —
Q3 2022
Shares 27,300 Value ($000) $1,327 Avg Close — Range —
Q1 2022
Shares 26,081 Value ($000) $1,325 Avg Close — Range —