SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 35,521 Value ($000) $2,850 Avg Close Range
Q3 2025
Shares 34,562 Value ($000) $2,708 Avg Close Range
Q2 2025
Shares 42,158 Value ($000) $3,064 Avg Close Range
Q1 2025
Shares 31,335 Value ($000) $2,061 Avg Close Range
Q4 2024
Shares 31,123 Value ($000) $2,146 Avg Close Range
Q3 2024
Shares 31,697 Value ($000) $2,140 Avg Close Range
Q2 2024
Shares 32,609 Value ($000) $2,087 Avg Close Range
Q1 2024
Shares 31,542 Value ($000) $1,941 Avg Close Range
Q4 2023
Shares 29,725 Value ($000) $1,662 Avg Close Range
Q3 2023
Shares 23,575 Value ($000) $1,185 Avg Close Range
Q2 2023
Shares 27,315 Value ($000) $1,423 Avg Close Range
Q1 2023
Shares 22,483 Value ($000) $1,083 Avg Close Range