SPDR SER TR

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

VALLEY WEALTH MANAGERS, INC.'s Holding History (CIK: 0000924166)

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

Q4 2025
Shares 28,090 Value ($000) $3,909 Avg Close — Range —
Q3 2025
Shares 29,553 Value ($000) $4,139 Avg Close — Range —
Q2 2025
Shares 30,309 Value ($000) $4,114 Avg Close — Range —
Q1 2025
Shares 30,881 Value ($000) $4,190 Avg Close — Range —
Q4 2024
Shares 31,359 Value ($000) $4,143 Avg Close — Range —
Q3 2024
Shares 32,863 Value ($000) $4,668 Avg Close — Range —
Q2 2024
Shares 33,239 Value ($000) $4,227 Avg Close — Range —
Q1 2024
Shares 36,188 Value ($000) $4,749 Avg Close — Range —
Q4 2023
Shares 37,444 Value ($000) $4,679 Avg Close — Range —
Q3 2023
Shares 37,911 Value ($000) $4,360 Avg Close — Range —
Q2 2023
Shares 38,367 Value ($000) $4,703 Avg Close — Range —
Q1 2023
Shares 39,508 Value ($000) $4,888 Avg Close — Range —
Q4 2022
Shares 41,049 Value ($000) $5,136 Avg Close — Range —
Q3 2022
Shares 41,443 Value ($000) $4,621 Avg Close — Range —
Q2 2022
Shares 41,295 Value ($000) $4,901 Avg Close — Range —
Q1 2022
Shares 49,535 Value ($000) $6,346 Avg Close — Range —
Q4 2021
Shares 50,947 Value ($000) $6,578 Avg Close — Range —
Q3 2021
Shares 50,082 Value ($000) $5,887 Avg Close — Range —
Q2 2021
Shares 50,010 Value ($000) $6,115 Avg Close — Range —
Q1 2021
Shares 46,177 Value ($000) $5,450 Avg Close — Range —
Q4 2020
Shares 44,526 Value ($000) $4,717 Avg Close — Range —
Q3 2020
Shares 39,876 Value ($000) $3,684 Avg Close — Range —
Q2 2020
Shares 39,809 Value ($000) $3,630 Avg Close — Range —
Q1 2020
Shares 37,830 Value ($000) $3,021 Avg Close — Range —
Q4 2019
Shares 36,111 Value ($000) $3,885 Avg Close — Range —
Q3 2019
Shares 37,046 Value ($000) $3,801 Avg Close — Range —
Q2 2019
Shares 36,071 Value ($000) $3,639 Avg Close — Range —
Q1 2019
Shares 30,135 Value ($000) $2,995 Avg Close — Range —
Q4 2018
Shares 15,387 Value ($000) $1,377 Avg Close — Range —
Q1 2017
Shares 925 Value ($000) $82 Avg Close — Range —
Q4 2016
Shares 925 Value ($000) $79 Avg Close — Range —
Q3 2016
Shares 1,025 Value ($000) $86 Avg Close — Range —
Q2 2016
Shares 850 Value ($000) $71 Avg Close — Range —