SPDR SER TR

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

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 3,440 Value ($000) $479 Avg Close — Range —
Q3 2025
Shares 3,436 Value ($000) $481 Avg Close — Range —
Q2 2025
Shares 3,432 Value ($000) $466 Avg Close — Range —
Q1 2025
Shares 3,428 Value ($000) $465 Avg Close — Range —
Q4 2024
Shares 3,424 Value ($000) $452 Avg Close — Range —
Q2 2024
Shares 2,073 Value ($000) $264 Avg Close — Range —
Q1 2024
Shares 2,069 Value ($000) $272 Avg Close — Range —