SPDR SER TR

Ticker: SPMD CUSIP: 78464A847 Class: PORTFOLIO S&P400

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

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

Q4 2025
Shares 198,523 Value ($000) $11,496 Avg Close — Range —
Q3 2025
Shares 679,846 Value ($000) $38,880 Avg Close — Range —
Q2 2025
Shares 668,292 Value ($000) $36,342 Avg Close — Range —
Q1 2025
Shares 563,585 Value ($000) $28,844 Avg Close — Range —
Q4 2024
Shares 682,611 Value ($000) $37,332 Avg Close — Range —
Q3 2024
Shares 684,107 Value ($000) $37,407 Avg Close — Range —
Q2 2024
Shares 682,587 Value ($000) $35,017 Avg Close — Range —
Q1 2024
Shares 681,428 Value ($000) $36,347 Avg Close — Range —
Q4 2023
Shares 693,518 Value ($000) $33,788 Avg Close — Range —
Q3 2023
Shares 685,362 Value ($000) $30,012 Avg Close — Range —
Q2 2023
Shares 690,847 Value ($000) $31,703 Avg Close — Range —
Q1 2023
Shares 693,104 Value ($000) $30,455 Avg Close — Range —
Q4 2022
Shares 800,886 Value ($000) $34,038 Avg Close — Range —
Q3 2022
Shares 792,964 Value ($000) $30,577 Avg Close — Range —
Q2 2022
Shares 787,692 Value ($000) $31,263 Avg Close — Range —
Q1 2022
Shares 807,870 Value ($000) $38,099 Avg Close — Range —
Q4 2021
Shares 786,685 Value ($000) $39,130 Avg Close — Range —
Q3 2021
Shares 774,169 Value ($000) $35,736 Avg Close — Range —
Q2 2021
Shares 755,447 Value ($000) $35,665 Avg Close — Range —
Q1 2021
Shares 742,859 Value ($000) $33,993 Avg Close — Range —
Q4 2020
Shares 748,753 Value ($000) $30,250 Avg Close — Range —
Q3 2020
Shares 651,299 Value ($000) $21,252 Avg Close — Range —
Q2 2020
Shares 636,420 Value ($000) $19,888 Avg Close — Range —
Q1 2020
Shares 573,109 Value ($000) $14,517 Avg Close — Range —
Q4 2019
Shares 515,462 Value ($000) $18,675 Avg Close — Range —
Q3 2019
Shares 502,605 Value ($000) $17,425 Avg Close — Range —
Q2 2019
Shares 489,111 Value ($000) $16,591 Avg Close — Range —
Q1 2019
Shares 453,657 Value ($000) $15,651 Avg Close — Range —
Q4 2018
Shares 424,321 Value ($000) $12,484 Avg Close — Range —