SPDR SER TR

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

WALLER FINANCIAL PLANNING GROUP, INC's Holding History (CIK: 0001736079)

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

Q4 2025
Shares 235,258 Value ($000) $11,024 Avg Close — Range —
Q3 2025
Shares 839,407 Value ($000) $38,881 Avg Close — Range —
Q2 2025
Shares 827,462 Value ($000) $35,250 Avg Close — Range —
Q1 2025
Shares 668,273 Value ($000) $27,239 Avg Close — Range —
Q4 2024
Shares 812,357 Value ($000) $36,491 Avg Close — Range —
Q3 2024
Shares 814,231 Value ($000) $37,056 Avg Close — Range —
Q2 2024
Shares 812,187 Value ($000) $33,730 Avg Close — Range —
Q1 2024
Shares 801,325 Value ($000) $34,489 Avg Close — Range —
Q4 2023
Shares 806,499 Value ($000) $34,018 Avg Close — Range —
Q3 2023
Shares 801,230 Value ($000) $29,565 Avg Close — Range —
Q2 2023
Shares 807,130 Value ($000) $31,349 Avg Close — Range —
Q1 2023
Shares 791,058 Value ($000) $29,878 Avg Close — Range —
Q4 2022
Shares 907,671 Value ($000) $33,557 Avg Close — Range —
Q3 2022
Shares 897,808 Value ($000) $30,579 Avg Close — Range —
Q2 2022
Shares 892,674 Value ($000) $32,118 Avg Close — Range —
Q1 2022
Shares 911,647 Value ($000) $38,353 Avg Close — Range —
Q4 2021
Shares 867,200 Value ($000) $38,755 Avg Close — Range —
Q3 2021
Shares 846,728 Value ($000) $36,071 Avg Close — Range —
Q2 2021
Shares 821,923 Value ($000) $36,115 Avg Close — Range —
Q1 2021
Shares 803,931 Value ($000) $33,982 Avg Close — Range —
Q4 2020
Shares 865,140 Value ($000) $30,972 Avg Close — Range —
Q3 2020
Shares 768,916 Value ($000) $21,053 Avg Close — Range —
Q2 2020
Shares 754,377 Value ($000) $20,044 Avg Close — Range —
Q1 2020
Shares 624,559 Value ($000) $13,640 Avg Close — Range —
Q4 2019
Shares 502,965 Value ($000) $16,412 Avg Close — Range —
Q3 2019
Shares 495,999 Value ($000) $15,336 Avg Close — Range —
Q2 2019
Shares 475,772 Value ($000) $14,559 Avg Close — Range —
Q1 2019
Shares 435,295 Value ($000) $13,577 Avg Close — Range —
Q4 2018
Shares 400,827 Value ($000) $10,566 Avg Close — Range —