SPDR SER TR

Ticker: MDYV CUSIP: 78464A839 Class: S&P 400 MDCP VAL

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 4,899 Value ($000) $415 Avg Close Range
Q3 2025
Shares 5,908 Value ($000) $493 Avg Close Range
Q2 2025
Shares 5,762 Value ($000) $458 Avg Close Range
Q1 2025
Shares 5,762 Value ($000) $444 Avg Close Range
Q4 2024
Shares 6,960 Value ($000) $558 Avg Close Range
Q3 2024
Shares 6,960 Value ($000) $553 Avg Close Range
Q2 2024
Shares 8,730 Value ($000) $637 Avg Close Range
Q1 2024
Shares 4,899 Value ($000) $372 Avg Close Range
Q4 2023
Shares 2,760 Value ($000) $203 Avg Close Range
Q2 2023
Shares 2,700 Value ($000) $186 Avg Close Range
Q1 2023
Shares 2,646 Value ($000) $175 Avg Close Range