SPDR SER TR

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

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 8,533 Value ($000) $400 Avg Close — Range —
Q3 2025
Shares 8,488 Value ($000) $393 Avg Close — Range —
Q2 2025
Shares 8,420 Value ($000) $359 Avg Close — Range —
Q1 2025
Shares 7,558 Value ($000) $308 Avg Close — Range —
Q4 2024
Shares 7,233 Value ($000) $325 Avg Close — Range —
Q3 2024
Shares 8,521 Value ($000) $388 Avg Close — Range —
Q2 2024
Shares 6,875 Value ($000) $286 Avg Close — Range —
Q1 2024
Shares 8,799 Value ($000) $379 Avg Close — Range —
Q4 2023
Shares 6,048 Value ($000) $255 Avg Close — Range —
Q2 2023
Shares 257 Value ($000) $10 Avg Close — Range —
Q1 2023
Shares 428 Value ($000) $16 Avg Close — Range —
Q3 2019
Shares 9,244 Value ($000) $289 Avg Close — Range —