SPDR SER TR

Ticker: SPHY CUSIP: 78468R606 Class: PORTFLI HIGH YLD

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 54,972 Value ($000) $1,306 Avg Close — Range —
Q3 2025
Shares 54,301 Value ($000) $1,299 Avg Close — Range —
Q2 2025
Shares 55,159 Value ($000) $1,312 Avg Close — Range —
Q1 2025
Shares 282,920 Value ($000) $6,626 Avg Close — Range —
Q4 2024
Shares 282,308 Value ($000) $6,626 Avg Close — Range —
Q3 2024
Shares 273,396 Value ($000) $6,575 Avg Close — Range —
Q2 2024
Shares 261,034 Value ($000) $6,064 Avg Close — Range —
Q1 2024
Shares 247,248 Value ($000) $5,800 Avg Close — Range —
Q4 2023
Shares 242,573 Value ($000) $5,671 Avg Close — Range —
Q3 2023
Shares 225,424 Value ($000) $5,054 Avg Close — Range —
Q2 2023
Shares 213,865 Value ($000) $4,885 Avg Close — Range —
Q1 2023
Shares 212,586 Value ($000) $4,885 Avg Close — Range —
Q4 2022
Shares 207,499 Value ($000) $4,636 Avg Close — Range —
Q3 2022
Shares 211,292 Value ($000) $4,610 Avg Close — Range —
Q2 2022
Shares 207,809 Value ($000) $4,665 Avg Close — Range —
Q1 2022
Shares 199,482 Value ($000) $5,007 Avg Close — Range —
Q4 2021
Shares 62,245 Value ($000) $1,654 Avg Close — Range —