SPDR SER TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 12,216 Value ($000) $707 Avg Close — Range —
Q3 2025
Shares 12,415 Value ($000) $710 Avg Close — Range —
Q2 2025
Shares 12,720 Value ($000) $692 Avg Close — Range —
Q1 2025
Shares 13,242 Value ($000) $678 Avg Close — Range —
Q4 2024
Shares 13,337 Value ($000) $729 Avg Close — Range —
Q4 2022
Shares 21,717 Value ($000) $1,016 Avg Close — Range —
Q3 2022
Shares 24,320 Value ($000) $1,057 Avg Close — Range —
Q1 2022
Shares 23,283 Value ($000) $1,020 Avg Close — Range —