SPDR SER TR

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

Strategic Financial Planning, Inc.'s Holding History (CIK: 0001802277)

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

Q4 2025
Shares 178,434 Value ($000) $8,361 Avg Close — Range —
Q3 2025
Shares 143,037 Value ($000) $6,625 Avg Close — Range —
Q2 2025
Shares 123,781 Value ($000) $5,273 Avg Close — Range —
Q1 2025
Shares 109,160 Value ($000) $4,450 Avg Close — Range —
Q4 2024
Shares 102,078 Value ($000) $4,585 Avg Close — Range —
Q3 2024
Shares 102,314 Value ($000) $4,656 Avg Close — Range —
Q2 2024
Shares 102,712 Value ($000) $4,266 Avg Close — Range —
Q1 2024
Shares 102,788 Value ($000) $4,424 Avg Close — Range —
Q4 2023
Shares 104,024 Value ($000) $4,388 Avg Close — Range —
Q3 2023
Shares 96,596 Value ($000) $3,564 Avg Close — Range —
Q2 2023
Shares 97,963 Value ($000) $3,805 Avg Close — Range —
Q1 2023
Shares 97,967 Value ($000) $3,700 Avg Close — Range —
Q4 2022
Shares 98,173 Value ($000) $3,629 Avg Close — Range —
Q3 2022
Shares 99,018 Value ($000) $3,373 Avg Close — Range —
Q2 2022
Shares 102,596 Value ($000) $3,691 Avg Close — Range —
Q1 2022
Shares 92,221 Value ($000) $3,880 Avg Close — Range —
Q4 2021
Shares 103,767 Value ($000) $4,637 Avg Close — Range —
Q3 2021
Shares 102,259 Value ($000) $4,356 Avg Close — Range —
Q2 2021
Shares 103,512 Value ($000) $4,548 Avg Close — Range —
Q1 2021
Shares 101,523 Value ($000) $4,291 Avg Close — Range —
Q4 2020
Shares 104,520 Value ($000) $3,742 Avg Close — Range —
Q3 2020
Shares 105,218 Value ($000) $2,881 Avg Close — Range —
Q2 2020
Shares 107,513 Value ($000) $2,857 Avg Close — Range —
Q1 2020
Shares 57,536 Value ($000) $1,257 Avg Close — Range —
Q4 2019
Shares 39,451 Value ($000) $1,287 Avg Close — Range —