SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 882,936 Value ($000) $70,829 Avg Close — Range —
Q3 2025
Shares 874,721 Value ($000) $68,526 Avg Close — Range —
Q2 2025
Shares 848,519 Value ($000) $61,679 Avg Close — Range —
Q1 2025
Shares 933,352 Value ($000) $61,377 Avg Close — Range —
Q4 2024
Shares 913,782 Value ($000) $62,996 Avg Close — Range —
Q3 2024
Shares 481,778 Value ($000) $32,525 Avg Close — Range —
Q2 2024
Shares 499,187 Value ($000) $31,948 Avg Close — Range —
Q1 2024
Shares 526,081 Value ($000) $32,370 Avg Close — Range —
Q4 2023
Shares 590,753 Value ($000) $33,023 Avg Close — Range —
Q3 2023
Shares 406,038 Value ($000) $20,407 Avg Close — Range —
Q2 2023
Shares 345,908 Value ($000) $18,025 Avg Close — Range —
Q1 2023
Shares 306,881 Value ($000) $14,776 Avg Close — Range —
Q4 2022
Shares 201,363 Value ($000) $9,057 Avg Close — Range —