SPDR SER TR

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

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 17,904 Value ($000) $1,037 Avg Close — Range —
Q3 2025
Shares 15,247 Value ($000) $872 Avg Close — Range —
Q2 2025
Shares 10,851 Value ($000) $590 Avg Close — Range —
Q1 2025
Shares 9,697 Value ($000) $496 Avg Close — Range —
Q4 2024
Shares 8,636 Value ($000) $472 Avg Close — Range —
Q3 2024
Shares 8,467 Value ($000) $463 Avg Close — Range —
Q2 2024
Shares 8,466 Value ($000) $434 Avg Close — Range —
Q1 2024
Shares 5,879 Value ($000) $314 Avg Close — Range —
Q4 2023
Shares 5,781 Value ($000) $282 Avg Close — Range —
Q3 2023
Shares 5,686 Value ($000) $249 Avg Close — Range —
Q2 2023
Shares 5,932 Value ($000) $272 Avg Close — Range —
Q1 2023
Shares 5,928 Value ($000) $260 Avg Close — Range —
Q4 2022
Shares 5,987 Value ($000) $254 Avg Close — Range —
Q3 2022
Shares 5,735 Value ($000) $221 Avg Close — Range —
Q4 2021
Shares 5,136 Value ($000) $255 Avg Close — Range —
Q3 2021
Shares 4,636 Value ($000) $214 Avg Close — Range —
Q2 2021
Shares 4,445 Value ($000) $210 Avg Close — Range —
Q1 2021
Shares 6,125 Value ($000) $280 Avg Close — Range —
Q4 2020
Shares 5,279 Value ($000) $213 Avg Close — Range —