SPDR SER TR

Ticker: SPYX CUSIP: 78468R796 Class: SPDR S&P 500 ETF

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001812177)

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

Q4 2025
Shares 7,335 Value ($000) $412 Avg Close — Range —
Q3 2025
Shares 7,318 Value ($000) $401 Avg Close — Range —
Q2 2025
Shares 7,308 Value ($000) $372 Avg Close — Range —
Q1 2025
Shares 7,289 Value ($000) $333 Avg Close — Range —
Q4 2024
Shares 7,270 Value ($000) $350 Avg Close — Range —
Q3 2024
Shares 7,250 Value ($000) $343 Avg Close — Range —
Q2 2024
Shares 7,231 Value ($000) $323 Avg Close — Range —
Q1 2024
Shares 7,211 Value ($000) $309 Avg Close — Range —
Q4 2023
Shares 7,191 Value ($000) $279 Avg Close — Range —
Q3 2023
Shares 7,168 Value ($000) $249 Avg Close — Range —
Q2 2023
Shares 7,056 Value ($000) $255 Avg Close — Range —
Q1 2023
Shares 6,944 Value ($000) $231 Avg Close — Range —
Q3 2021
Shares 799 Value ($000) $85 Avg Close — Range —