SPDR SER TR

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

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 2,109 Value ($000) $293 Avg Close Range
Q3 2025
Shares 2,198 Value ($000) $308 Avg Close Range
Q2 2025
Shares 2,318 Value ($000) $315 Avg Close Range
Q1 2025
Shares 2,318 Value ($000) $315 Avg Close Range
Q4 2024
Shares 2,229 Value ($000) $294 Avg Close Range
Q3 2024
Shares 2,229 Value ($000) $317 Avg Close Range
Q2 2024
Shares 2,229 Value ($000) $283 Avg Close Range
Q1 2024
Shares 2,229 Value ($000) $293 Avg Close Range
Q4 2023
Shares 2,229 Value ($000) $279 Avg Close Range
Q3 2023
Shares 2,268 Value ($000) $261 Avg Close Range
Q2 2023
Shares 2,468 Value ($000) $303 Avg Close Range
Q1 2023
Shares 2,468 Value ($000) $305 Avg Close Range
Q4 2022
Shares 2,468 Value ($000) $309 Avg Close Range
Q3 2022
Shares 2,468 Value ($000) $275 Avg Close Range
Q2 2022
Shares 2,551 Value ($000) $303 Avg Close Range
Q1 2022
Shares 2,551 Value ($000) $327 Avg Close Range
Q4 2021
Shares 2,551 Value ($000) $329 Avg Close Range
Q3 2021
Shares 2,551 Value ($000) $300 Avg Close Range
Q2 2021
Shares 2,551 Value ($000) $312 Avg Close Range
Q1 2021
Shares 2,551 Value ($000) $301 Avg Close Range
Q4 2020
Shares 2,551 Value ($000) $270 Avg Close Range
Q3 2020
Shares 2,551 Value ($000) $236 Avg Close Range
Q2 2020
Shares 2,923 Value ($000) $267 Avg Close Range
Q1 2020
Shares 2,923 Value ($000) $233 Avg Close Range
Q4 2019
Shares 2,870 Value ($000) $309 Avg Close Range
Q3 2019
Shares 2,949 Value ($000) $303 Avg Close Range
Q2 2019
Shares 2,949 Value ($000) $297 Avg Close Range
Q1 2019
Shares 2,870 Value ($000) $285 Avg Close Range
Q4 2018
Shares 2,870 Value ($000) $257 Avg Close Range
Q4 2017
Shares 3,452 Value ($000) $326 Avg Close Range
Q2 2017
Shares 2,428 Value ($000) $215 Avg Close Range