SPDR SER TR

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

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 48,346 Value ($000) $3,989 Avg Close — Range —
Q3 2025
Shares 45,897 Value ($000) $3,702 Avg Close — Range —
Q2 2025
Shares 41,241 Value ($000) $3,089 Avg Close — Range —
Q1 2025
Shares 176,319 Value ($000) $11,991 Avg Close — Range —
Q4 2024
Shares 182,597 Value ($000) $13,043 Avg Close — Range —
Q3 2024
Shares 29,810 Value ($000) $1,978 Avg Close — Range —
Q2 2024
Shares 29,810 Value ($000) $1,978 Avg Close — Range —