SPDR SER TR

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

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 10,279 Value ($000) $1,430 Avg Close Range
Q3 2025
Shares 10,270 Value ($000) $1,438 Avg Close Range
Q2 2025
Shares 10,263 Value ($000) $1,393 Avg Close Range
Q1 2025
Shares 10,254 Value ($000) $1,391 Avg Close Range
Q4 2024
Shares 8,530 Value ($000) $1,127 Avg Close Range
Q3 2024
Shares 8,637 Value ($000) $1,227 Avg Close Range
Q2 2024
Shares 10,334 Value ($000) $1,314 Avg Close Range
Q1 2024
Shares 10,326 Value ($000) $1,355 Avg Close Range
Q4 2023
Shares 11,301 Value ($000) $1,412 Avg Close Range
Q3 2023
Shares 11,843 Value ($000) $1,362 Avg Close Range
Q2 2023
Shares 12,436 Value ($000) $1,524 Avg Close Range
Q1 2023
Shares 12,440 Value ($000) $1,539 Avg Close Range
Q4 2022
Shares 11,771 Value ($000) $1,473 Avg Close Range
Q3 2022
Shares 14,463 Value ($000) $1,613 Avg Close Range
Q2 2022
Shares 14,463 Value ($000) $1,717 Avg Close Range
Q1 2022
Shares 14,463 Value ($000) $1,853 Avg Close Range
Q4 2021
Shares 15,463 Value ($000) $1,997 Avg Close Range
Q3 2021
Shares 15,463 Value ($000) $1,818 Avg Close Range
Q2 2021
Shares 16,755 Value ($000) $2,049 Avg Close Range
Q1 2021
Shares 15,920 Value ($000) $1,879 Avg Close Range
Q4 2020
Shares 16,845 Value ($000) $1,784 Avg Close Range
Q3 2020
Shares 14,135 Value ($000) $1,306 Avg Close Range
Q2 2020
Shares 14,127 Value ($000) $1,288 Avg Close Range
Q1 2020
Shares 13,995 Value ($000) $1,118 Avg Close Range
Q4 2019
Shares 13,505 Value ($000) $1,453 Avg Close Range
Q3 2019
Shares 13,443 Value ($000) $1,379 Avg Close Range
Q2 2019
Shares 13,609 Value ($000) $1,385 Avg Close Range
Q1 2019
Shares 14,133 Value ($000) $1,405 Avg Close Range
Q4 2018
Shares 15,488 Value ($000) $1,386 Avg Close Range
Q3 2018
Shares 15,488 Value ($000) $1,517 Avg Close Range
Q2 2018
Shares 14,813 Value ($000) $1,373 Avg Close Range
Q1 2018
Shares 18,373 Value ($000) $1,676 Avg Close Range
Q4 2017
Shares 16,863 Value ($000) $1,593 Avg Close Range
Q3 2017
Shares 16,964 Value ($000) $1,549 Avg Close Range
Q2 2017
Shares 16,796 Value ($000) $1,493 Avg Close Range
Q1 2017
Shares 18,248 Value ($000) $1,608 Avg Close Range
Q4 2016
Shares 19,205 Value ($000) $1,643 Avg Close Range