SPDR SER TR

Ticker: SPTS CUSIP: 78468R101 Class: PORTFOLIO SH TSR

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

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

Q4 2024
Shares 51,913 Value ($000) $1,506 Avg Close — Range —
Q3 2024
Shares 47,787 Value ($000) $1,405 Avg Close — Range —
Q2 2024
Shares 47,867 Value ($000) $1,382 Avg Close — Range —
Q1 2024
Shares 35,114 Value ($000) $1,015 Avg Close — Range —
Q4 2023
Shares 26,351 Value ($000) $765 Avg Close — Range —
Q3 2023
Shares 22,752 Value ($000) $653 Avg Close — Range —
Q2 2023
Shares 20,861 Value ($000) $601 Avg Close — Range —
Q1 2023
Shares 19,435 Value ($000) $568 Avg Close — Range —
Q4 2022
Shares 15,543 Value ($000) $449 Avg Close — Range —