SPDR SER TR

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

WALLER FINANCIAL PLANNING GROUP, INC's Holding History (CIK: 0001736079)

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

Q4 2025
Shares 31,733 Value ($000) $2,686 Avg Close — Range —
Q3 2025
Shares 63,646 Value ($000) $5,309 Avg Close — Range —
Q2 2025
Shares 62,535 Value ($000) $4,967 Avg Close — Range —
Q1 2025
Shares 52,612 Value ($000) $4,054 Avg Close — Range —
Q4 2024
Shares 70,727 Value ($000) $5,672 Avg Close — Range —
Q3 2024
Shares 68,870 Value ($000) $5,472 Avg Close — Range —
Q2 2024
Shares 65,393 Value ($000) $4,770 Avg Close — Range —
Q1 2024
Shares 63,484 Value ($000) $4,825 Avg Close — Range —
Q4 2023
Shares 62,480 Value ($000) $4,585 Avg Close — Range —
Q3 2023
Shares 62,539 Value ($000) $4,056 Avg Close — Range —
Q2 2023
Shares 63,358 Value ($000) $4,358 Avg Close — Range —
Q1 2023
Shares 61,258 Value ($000) $4,048 Avg Close — Range —
Q4 2022
Shares 81,741 Value ($000) $5,290 Avg Close — Range —
Q3 2022
Shares 82,573 Value ($000) $4,774 Avg Close — Range —
Q2 2022
Shares 82,166 Value ($000) $4,971 Avg Close — Range —
Q1 2022
Shares 84,327 Value ($000) $5,935 Avg Close — Range —
Q4 2021
Shares 84,191 Value ($000) $5,986 Avg Close — Range —
Q3 2021
Shares 85,353 Value ($000) $5,653 Avg Close — Range —
Q2 2021
Shares 84,659 Value ($000) $5,716 Avg Close — Range —
Q1 2021
Shares 85,309 Value ($000) $5,582 Avg Close — Range —
Q4 2020
Shares 97,636 Value ($000) $5,419 Avg Close — Range —
Q3 2020
Shares 107,299 Value ($000) $4,656 Avg Close — Range —
Q2 2020
Shares 107,994 Value ($000) $4,604 Avg Close — Range —
Q1 2020
Shares 153,012 Value ($000) $5,395 Avg Close — Range —
Q4 2019
Shares 121,138 Value ($000) $6,636 Avg Close — Range —
Q3 2019
Shares 120,572 Value ($000) $6,320 Avg Close — Range —
Q2 2019
Shares 115,504 Value ($000) $5,868 Avg Close — Range —
Q1 2019
Shares 111,870 Value ($000) $5,901 Avg Close — Range —
Q4 2018
Shares 108,400 Value ($000) $4,809 Avg Close — Range —