SPDR SER TR

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

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 6,511 Value ($000) $551 Avg Close — Range —
Q3 2025
Shares 6,521 Value ($000) $544 Avg Close — Range —
Q2 2025
Shares 6,519 Value ($000) $518 Avg Close — Range —
Q1 2025
Shares 6,517 Value ($000) $502 Avg Close — Range —
Q4 2024
Shares 6,516 Value ($000) $523 Avg Close — Range —
Q3 2024
Shares 6,534 Value ($000) $519 Avg Close — Range —
Q2 2024
Shares 6,524 Value ($000) $476 Avg Close — Range —
Q1 2024
Shares 6,569 Value ($000) $499 Avg Close — Range —
Q4 2023
Shares 6,924 Value ($000) $508 Avg Close — Range —
Q3 2023
Shares 4,582 Value ($000) $297 Avg Close — Range —
Q2 2023
Shares 4,579 Value ($000) $315 Avg Close — Range —
Q1 2023
Shares 4,965 Value ($000) $328 Avg Close — Range —
Q4 2022
Shares 5,444 Value ($000) $352 Avg Close — Range —
Q3 2022
Shares 5,082 Value ($000) $294 Avg Close — Range —
Q2 2022
Shares 5,115 Value ($000) $309 Avg Close — Range —
Q1 2022
Shares 5,080 Value ($000) $358 Avg Close — Range —
Q4 2021
Shares 4,985 Value ($000) $354 Avg Close — Range —
Q3 2021
Shares 5,108 Value ($000) $338 Avg Close — Range —
Q2 2021
Shares 4,946 Value ($000) $334 Avg Close — Range —
Q1 2021
Shares 4,960 Value ($000) $325 Avg Close — Range —
Q4 2020
Shares 5,000 Value ($000) $277 Avg Close — Range —