SPDR SER TR

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

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 783,438 Value ($000) $66,318 Avg Close — Range —
Q3 2025
Shares 726,188 Value ($000) $60,571 Avg Close — Range —
Q2 2025
Shares 701,235 Value ($000) $55,699 Avg Close — Range —
Q1 2025
Shares 703,995 Value ($000) $54,243 Avg Close — Range —
Q4 2024
Shares 694,697 Value ($000) $55,715 Avg Close — Range —
Q3 2024
Shares 690,992 Value ($000) $54,906 Avg Close — Range —
Q2 2024
Shares 676,075 Value ($000) $49,313 Avg Close — Range —
Q1 2024
Shares 665,207 Value ($000) $50,556 Avg Close — Range —
Q4 2023
Shares 645,203 Value ($000) $47,345 Avg Close — Range —
Q3 2023
Shares 607,312 Value ($000) $39,390 Avg Close — Range —
Q2 2023
Shares 593,344 Value ($000) $40,810 Avg Close — Range —
Q1 2023
Shares 552,717 Value ($000) $36,524 Avg Close — Range —
Q4 2022
Shares 553,196 Value ($000) $35,803 Avg Close — Range —
Q3 2022
Shares 524,953 Value ($000) $30,353 Avg Close — Range —
Q2 2022
Shares 490,173 Value ($000) $29,655 Avg Close — Range —
Q1 2022
Shares 474,305 Value ($000) $33,382 Avg Close — Range —
Q4 2021
Shares 442,024 Value ($000) $31,428 Avg Close — Range —
Q3 2021
Shares 448,280 Value ($000) $29,690 Avg Close — Range —
Q2 2021
Shares 429,977 Value ($000) $29,032 Avg Close — Range —
Q1 2021
Shares 399,997 Value ($000) $26,172 Avg Close — Range —
Q4 2020
Shares 373,227 Value ($000) $20,714 Avg Close — Range —
Q3 2020
Shares 335,722 Value ($000) $14,567 Avg Close — Range —
Q2 2020
Shares 323,712 Value ($000) $13,800 Avg Close — Range —
Q1 2020
Shares 147,687 Value ($000) $5,207 Avg Close — Range —
Q4 2019
Shares 182,830 Value ($000) $10,015 Avg Close — Range —
Q3 2019
Shares 122,741 Value ($000) $6,299 Avg Close — Range —
Q2 2019
Shares 84,776 Value ($000) $4,355 Avg Close — Range —
Q1 2019
Shares 4,447 Value ($000) $224 Avg Close — Range —