SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 10,335 Value ($000) $829 Avg Close — Range —
Q3 2025
Shares 11,470 Value ($000) $899 Avg Close — Range —
Q2 2025
Shares 12,295 Value ($000) $894 Avg Close — Range —
Q1 2025
Shares 12,340 Value ($000) $811 Avg Close — Range —
Q4 2024
Shares 12,459 Value ($000) $859 Avg Close — Range —
Q3 2024
Shares 12,678 Value ($000) $856 Avg Close — Range —
Q2 2024
Shares 13,820 Value ($000) $884 Avg Close — Range —
Q1 2024
Shares 14,626 Value ($000) $900 Avg Close — Range —
Q4 2023
Shares 15,206 Value ($000) $850 Avg Close — Range —
Q3 2023
Shares 18,644 Value ($000) $937 Avg Close — Range —
Q2 2023
Shares 19,645 Value ($000) $1,024 Avg Close — Range —
Q1 2023
Shares 19,691 Value ($000) $948 Avg Close — Range —
Q4 2022
Shares 20,711 Value ($000) $932 Avg Close — Range —
Q2 2022
Shares 21,105 Value ($000) $936 Avg Close — Range —
Q1 2022
Shares 23,597 Value ($000) $1,254 Avg Close — Range —
Q4 2021
Shares 23,382 Value ($000) $1,235 Avg Close — Range —