SPDR SER TR

Ticker: SHM CUSIP: 78468R739 Class: NUVEEN ICE SHORT

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

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

Q4 2025
Shares 17,599 Value ($000) $845 Avg Close — Range —
Q3 2025
Shares 17,599 Value ($000) $849 Avg Close — Range —
Q2 2025
Shares 17,599 Value ($000) $842 Avg Close — Range —
Q1 2025
Shares 21,921 Value ($000) $1,043 Avg Close — Range —
Q4 2024
Shares 21,921 Value ($000) $1,039 Avg Close — Range —
Q3 2024
Shares 21,921 Value ($000) $1,055 Avg Close — Range —
Q2 2024
Shares 22,069 Value ($000) $1,041 Avg Close — Range —
Q1 2024
Shares 25,034 Value ($000) $1,188 Avg Close — Range —
Q4 2023
Shares 25,034 Value ($000) $1,196 Avg Close — Range —
Q3 2023
Shares 26,920 Value ($000) $1,245 Avg Close — Range —
Q2 2023
Shares 27,587 Value ($000) $1,298 Avg Close — Range —
Q1 2023
Shares 36,724 Value ($000) $1,746 Avg Close — Range —
Q4 2022
Shares 34,066 Value ($000) $1,600 Avg Close — Range —
Q3 2022
Shares 10,993 Value ($000) $507 Avg Close — Range —
Q2 2022
Shares 99,765 Value ($000) $4,715 Avg Close — Range —
Q1 2022
Shares 66,806 Value ($000) $3,162 Avg Close — Range —
Q4 2021
Shares 4,456 Value ($000) $219 Avg Close — Range —
Q4 2016
Shares 10,955 Value ($000) $525 Avg Close — Range —