SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

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

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

Q4 2025
Shares 13,384 Value ($000) $1,074 Avg Close — Range —
Q3 2025
Shares 13,937 Value ($000) $1,092 Avg Close — Range —
Q2 2025
Shares 145,934 Value ($000) $10,608 Avg Close — Range —
Q4 2023
Shares 3,971 Value ($000) $222 Avg Close — Range —
Q2 2023
Shares 343 Value ($000) $18 Avg Close — Range —
Q4 2022
Shares 114,243 Value ($000) $5,544 Avg Close — Range —
Q3 2022
Shares 103,810 Value ($000) $4,800 Avg Close — Range —
Q1 2022
Shares 97,317 Value ($000) $4,715 Avg Close — Range —