SPDR SER TR

Ticker: SDY CUSIP: 78464A763 Class: S&P DIVID ETF

PLANNING DIRECTIONS INC's Holding History (CIK: 0000821103)

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

Q4 2025
Shares 17,991 Value ($000) $2,504 Avg Close Range
Q3 2025
Shares 18,927 Value ($000) $2,651 Avg Close Range
Q2 2025
Shares 20,024 Value ($000) $2,718 Avg Close Range
Q1 2025
Shares 21,303 Value ($000) $2,890 Avg Close Range
Q4 2024
Shares 21,691 Value ($000) $2,865 Avg Close Range
Q3 2024
Shares 22,640 Value ($000) $3,216 Avg Close Range
Q2 2024
Shares 23,680 Value ($000) $3,012 Avg Close Range
Q1 2024
Shares 26,160 Value ($000) $3,433 Avg Close Range
Q4 2023
Shares 36,240 Value ($000) $4,529 Avg Close Range
Q3 2023
Shares 49,434 Value ($000) $6 Avg Close Range
Q2 2023
Shares 54,284 Value ($000) $7 Avg Close Range
Q1 2023
Shares 58,156 Value ($000) $7 Avg Close Range
Q4 2022
Shares 57,490 Value ($000) $7 Avg Close Range
Q3 2022
Shares 55,373 Value ($000) $6,174 Avg Close Range
Q2 2022
Shares 52,454 Value ($000) $6,226 Avg Close Range
Q1 2022
Shares 42,242 Value ($000) $5,412 Avg Close Range
Q4 2021
Shares 41,037 Value ($000) $5,299 Avg Close Range
Q3 2021
Shares 40,027 Value ($000) $4,705 Avg Close Range
Q2 2021
Shares 39,509 Value ($000) $4,831 Avg Close Range
Q1 2021
Shares 39,381 Value ($000) $4,648 Avg Close Range
Q4 2020
Shares 38,436 Value ($000) $4,072 Avg Close Range
Q3 2020
Shares 38,065 Value ($000) $3,517 Avg Close Range
Q2 2020
Shares 40,013 Value ($000) $3,649 Avg Close Range
Q1 2020
Shares 7,975 Value ($000) $637 Avg Close Range
Q4 2019
Shares 34,363 Value ($000) $3,696 Avg Close Range
Q3 2019
Shares 34,469 Value ($000) $3,537 Avg Close Range
Q2 2019
Shares 34,107 Value ($000) $3,441 Avg Close Range
Q1 2019
Shares 32,584 Value ($000) $3,239 Avg Close Range
Q4 2018
Shares 31,151 Value ($000) $2,789 Avg Close Range
Q3 2018
Shares 30,004 Value ($000) $2,938 Avg Close Range
Q2 2018
Shares 29,932 Value ($000) $2,775 Avg Close Range
Q1 2018
Shares 29,757 Value ($000) $2,714 Avg Close Range