SPDR SER TR

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

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

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

Q4 2025
Shares 9,264 Value ($000) $536 Avg Close — Range —
Q3 2025
Shares 9,264 Value ($000) $530 Avg Close — Range —
Q2 2025
Shares 9,264 Value ($000) $504 Avg Close — Range —
Q1 2025
Shares 10,337 Value ($000) $529 Avg Close — Range —
Q4 2024
Shares 16,769 Value ($000) $917 Avg Close — Range —
Q3 2024
Shares 9,573 Value ($000) $523 Avg Close — Range —
Q2 2024
Shares 9,573 Value ($000) $491 Avg Close — Range —
Q1 2024
Shares 9,573 Value ($000) $511 Avg Close — Range —
Q4 2023
Shares 9,573 Value ($000) $466 Avg Close — Range —
Q4 2019
Shares 11,795 Value ($000) $427 Avg Close — Range —
Q3 2019
Shares 11,738 Value ($000) $398 Avg Close — Range —
Q2 2019
Shares 12,965 Value ($000) $442 Avg Close — Range —
Q1 2019
Shares 12,915 Value ($000) $430 Avg Close — Range —
Q4 2018
Shares 12,877 Value ($000) $379 Avg Close — Range —