SPDR SER TR

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

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 12,426 Value ($000) $582 Avg Close — Range —
Q3 2025
Shares 12,627 Value ($000) $585 Avg Close — Range —
Q2 2025
Shares 18,539 Value ($000) $790 Avg Close — Range —
Q1 2025
Shares 25,182 Value ($000) $1,026 Avg Close — Range —
Q4 2024
Shares 163,250 Value ($000) $7,333 Avg Close — Range —
Q3 2024
Shares 135,887 Value ($000) $5,643 Avg Close — Range —
Q2 2024
Shares 135,887 Value ($000) $5,643 Avg Close — Range —