SPDR SER TR

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

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

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

Q4 2025
Shares 53,028 Value ($000) $7,379 Avg Close Range
Q3 2025
Shares 52,998 Value ($000) $7,423 Avg Close Range
Q2 2025
Shares 53,283 Value ($000) $7,232 Avg Close Range
Q1 2025
Shares 54,880 Value ($000) $7,446 Avg Close Range
Q4 2024
Shares 57,553 Value ($000) $7,603 Avg Close Range
Q3 2024
Shares 57,165 Value ($000) $8,120 Avg Close Range
Q2 2024
Shares 58,802 Value ($000) $7,479 Avg Close Range
Q1 2024
Shares 58,774 Value ($000) $7,714 Avg Close Range
Q4 2023
Shares 58,827 Value ($000) $7,352 Avg Close Range
Q3 2023
Shares 58,994 Value ($000) $6,785 Avg Close Range
Q2 2023
Shares 58,972 Value ($000) $7,229 Avg Close Range
Q1 2023
Shares 64,140 Value ($000) $7,935 Avg Close Range
Q4 2022
Shares 64,118 Value ($000) $8 Avg Close Range
Q3 2022
Shares 63,834 Value ($000) $7,118 Avg Close Range
Q2 2022
Shares 64,282 Value ($000) $7,630 Avg Close Range
Q1 2022
Shares 64,411 Value ($000) $8,252 Avg Close Range
Q4 2021
Shares 72,401 Value ($000) $9,348 Avg Close Range
Q3 2021
Shares 96,948 Value ($000) $11,396 Avg Close Range
Q2 2021
Shares 97,820 Value ($000) $11,961 Avg Close Range
Q1 2021
Shares 98,835 Value ($000) $11,666 Avg Close Range
Q4 2020
Shares 103,258 Value ($000) $10,938 Avg Close Range
Q3 2020
Shares 106,601 Value ($000) $9,850 Avg Close Range
Q2 2020
Shares 111,988 Value ($000) $10,213 Avg Close Range
Q1 2020
Shares 116,900 Value ($000) $9,336 Avg Close Range
Q4 2019
Shares 119,546 Value ($000) $12,860 Avg Close Range
Q3 2019
Shares 119,932 Value ($000) $12,305 Avg Close Range
Q2 2019
Shares 120,836 Value ($000) $12,190 Avg Close Range
Q1 2019
Shares 121,798 Value ($000) $12,108 Avg Close Range
Q4 2018
Shares 120,642 Value ($000) $10,800 Avg Close Range
Q3 2018
Shares 121,567 Value ($000) $11,905 Avg Close Range
Q2 2018
Shares 123,102 Value ($000) $11,412 Avg Close Range
Q1 2018
Shares 127,561 Value ($000) $11,634 Avg Close Range
Q4 2017
Shares 134,184 Value ($000) $12,678 Avg Close Range
Q3 2017
Shares 136,085 Value ($000) $12,429 Avg Close Range
Q2 2017
Shares 138,582 Value ($000) $12,319 Avg Close Range
Q1 2017
Shares 141,012 Value ($000) $12,429 Avg Close Range
Q4 2016
Shares 139,555 Value ($000) $11,940 Avg Close Range
Q3 2016
Shares 142,970 Value ($000) $12,061 Avg Close Range
Q2 2016
Shares 143,314 Value ($000) $12,027 Avg Close Range
Q1 2014
Shares 146,622 Value ($000) $11,719 Avg Close Range