SPDR S&P MIDCAP 400 ETF TR

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

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 1,165 Value ($000) $703 Avg Close — Range —
Q3 2025
Shares 1,271 Value ($000) $758 Avg Close — Range —
Q2 2025
Shares 1,308 Value ($000) $741 Avg Close — Range —
Q1 2025
Shares 1,248 Value ($000) $666 Avg Close — Range —
Q4 2024
Shares 1,276 Value ($000) $727 Avg Close — Range —
Q3 2024
Shares 1,263 Value ($000) $719 Avg Close — Range —
Q2 2024
Shares 1,296 Value ($000) $693 Avg Close — Range —
Q1 2024
Shares 1,339 Value ($000) $745 Avg Close — Range —
Q4 2023
Shares 1,169 Value ($000) $593 Avg Close — Range —
Q3 2023
Shares 1,174 Value ($000) $536 Avg Close — Range —
Q2 2023
Shares 1,170 Value ($000) $560 Avg Close — Range —
Q1 2023
Shares 1,177 Value ($000) $540 Avg Close — Range —
Q4 2022
Shares 862 Value ($000) $420 Avg Close — Range —
Q1 2022
Shares 815 Value ($000) $372 Avg Close — Range —
Q4 2021
Shares 815 Value ($000) $391 Avg Close — Range —
Q3 2021
Shares 805 Value ($000) $412 Avg Close — Range —
Q2 2021
Shares 795 Value ($000) $397 Avg Close — Range —
Q1 2021
Shares 785 Value ($000) $391 Avg Close — Range —
Q4 2020
Shares 785 Value ($000) $351 Avg Close — Range —
Q3 2020
Shares 785 Value ($000) $296 Avg Close — Range —
Q2 2020
Shares 884 Value ($000) $315 Avg Close — Range —
Q1 2020
Shares 886 Value ($000) $253 Avg Close — Range —
Q4 2019
Shares 886 Value ($000) $338 Avg Close — Range —
Q3 2019
Shares 927 Value ($000) $336 Avg Close — Range —
Q2 2019
Shares 1,675 Value ($000) $579 Avg Close — Range —
Q1 2019
Shares 1,085 Value ($000) $376 Avg Close — Range —
Q4 2018
Shares 1,085 Value ($000) $378 Avg Close — Range —
Q3 2018
Shares 1,054 Value ($000) $347 Avg Close — Range —
Q2 2018
Shares 932 Value ($000) $331 Avg Close — Range —
Q1 2018
Shares 1,038 Value ($000) $355 Avg Close — Range —
Q4 2017
Shares 1,262 Value ($000) $436 Avg Close — Range —
Q3 2017
Shares 1,332 Value ($000) $435 Avg Close — Range —
Q2 2017
Shares 1,798 Value ($000) $571 Avg Close — Range —
Q3 2016
Shares 2,305 Value ($000) $642,795 Avg Close — Range —
Q2 2016
Shares 3,760 Value ($000) $503,602 Avg Close — Range —
Q4 2015
Shares 9,873 Value ($000) $851,930 Avg Close — Range —
Q2 2015
Shares 3,138 Value ($000) $857 Avg Close — Range —
Q1 2015
Shares 4,695 Value ($000) $1,303 Avg Close — Range —