SPDR SER TR

Ticker: MDYG CUSIP: 78464A821 Class: ETF

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 2,547 Value ($000) $235 Avg Close Range
Q3 2025
Shares 52,395 Value ($000) $4,797 Avg Close Range
Q2 2025
Shares 53,914 Value ($000) $4,684 Avg Close Range
Q1 2025
Shares 54,187 Value ($000) $4,306 Avg Close Range
Q4 2024
Shares 55,245 Value ($000) $4,800 Avg Close Range
Q3 2024
Shares 57,841 Value ($000) $5,075 Avg Close Range
Q2 2024
Shares 59,336 Value ($000) $5,292 Avg Close Range
Q1 2024
Shares 62,789 Value ($000) $5,481 Avg Close Range
Q4 2023
Shares 67,837 Value ($000) $5,133 Avg Close Range
Q3 2023
Shares 71,047 Value ($000) $4,912 Avg Close Range
Q2 2023
Shares 72,692 Value ($000) $5,208 Avg Close Range
Q1 2023
Shares 73,872 Value ($000) $5,056 Avg Close Range
Q4 2022
Shares 74,369 Value ($000) $4,859 Avg Close Range
Q3 2022
Shares 67,174 Value ($000) $4,054 Avg Close Range
Q2 2022
Shares 67,542 Value ($000) $4,117 Avg Close Range
Q1 2022
Shares 61,882 Value ($000) $4,592 Avg Close Range
Q4 2021
Shares 87,567 Value ($000) $4,602 Avg Close Range
Q3 2021
Shares 61,156 Value ($000) $4,626 Avg Close Range
Q2 2021
Shares 61,608 Value ($000) $4,776 Avg Close Range
Q1 2021
Shares 62,733 Value ($000) $4,712 Avg Close Range
Q4 2020
Shares 67,050 Value ($000) $4,649 Avg Close Range
Q3 2020
Shares 73,133 Value ($000) $4,197 Avg Close Range
Q2 2020
Shares 82,283 Value ($000) $4,426 Avg Close Range
Q1 2020
Shares 84,157 Value ($000) $3,604 Avg Close Range
Q4 2019
Shares 96,990 Value ($000) $5,537 Avg Close Range
Q3 2019
Shares 95,097 Value ($000) $5,109 Avg Close Range
Q2 2019
Shares 88,981 Value ($000) $4,830 Avg Close Range
Q1 2019
Shares 87,567 Value ($000) $4,602 Avg Close Range
Q4 2018
Shares 82,458 Value ($000) $3,781 Avg Close Range