SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

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

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

Q4 2025
Shares 6,822 Value ($000) $320 Avg Close — Range —
Q3 2025
Shares 6,703 Value ($000) $310 Avg Close — Range —
Q2 2025
Shares 6,703 Value ($000) $286 Avg Close — Range —
Q1 2025
Shares 6,703 Value ($000) $273 Avg Close — Range —
Q4 2024
Shares 6,703 Value ($000) $301 Avg Close — Range —
Q3 2024
Shares 6,703 Value ($000) $305 Avg Close — Range —
Q2 2024
Shares 6,863 Value ($000) $285 Avg Close — Range —