SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 1,805 Value ($000) $1,089 Avg Close Range
Q3 2025
Shares 1,993 Value ($000) $1,188 Avg Close Range
Q2 2025
Shares 1,571 Value ($000) $890 Avg Close Range
Q1 2025
Shares 1,855 Value ($000) $990 Avg Close Range
Q4 2024
Shares 2,043 Value ($000) $1,164 Avg Close Range
Q3 2024
Shares 2,052 Value ($000) $1,169 Avg Close Range
Q2 2024
Shares 2,608 Value ($000) $1,395 Avg Close Range
Q1 2024
Shares 3,064 Value ($000) $1,705 Avg Close Range
Q4 2023
Shares 2,985 Value ($000) $1,515 Avg Close Range
Q3 2023
Shares 3,019 Value ($000) $1,379 Avg Close Range
Q2 2023
Shares 2,985 Value ($000) $1,430 Avg Close Range
Q1 2023
Shares 3,008 Value ($000) $1,379 Avg Close Range
Q4 2022
Shares 3,052 Value ($000) $1,351 Avg Close Range
Q3 2022
Shares 4,003 Value ($000) $1,608 Avg Close Range
Q2 2022
Shares 3,970 Value ($000) $1,642 Avg Close Range
Q1 2022
Shares 3,970 Value ($000) $1,947 Avg Close Range
Q4 2021
Shares 7,597 Value ($000) $3,933 Avg Close Range
Q3 2021
Shares 731 Value ($000) $352 Avg Close Range
Q2 2021
Shares 731 Value ($000) $359 Avg Close Range
Q1 2021
Shares 733 Value ($000) $349 Avg Close Range
Q3 2018
Shares 998 Value ($000) $367 Avg Close Range
Q1 2018
Shares 198 Value ($000) $68 Avg Close Range
Q4 2017
Shares 1,708 Value ($000) $590 Avg Close Range
Q3 2017
Shares 1,720 Value ($000) $561 Avg Close Range
Q2 2017
Shares 1,504 Value ($000) $478 Avg Close Range
Q1 2017
Shares 1,513 Value ($000) $473 Avg Close Range
Q4 2016
Shares 1,591 Value ($000) $480 Avg Close Range