SPDR SER TR

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

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 4,117 Value ($000) $573 Avg Close Range
Q3 2025
Shares 4,154 Value ($000) $582 Avg Close Range
Q2 2025
Shares 4,185 Value ($000) $568 Avg Close Range
Q1 2025
Shares 4,180 Value ($000) $567 Avg Close Range
Q4 2024
Shares 4,159 Value ($000) $549 Avg Close Range
Q3 2024
Shares 4,170 Value ($000) $592 Avg Close Range
Q2 2024
Shares 4,497 Value ($000) $572 Avg Close Range
Q1 2024
Shares 4,583 Value ($000) $601 Avg Close Range
Q4 2023
Shares 4,562 Value ($000) $570 Avg Close Range
Q3 2023
Shares 4,793 Value ($000) $551 Avg Close Range
Q2 2023
Shares 4,612 Value ($000) $565 Avg Close Range
Q1 2023
Shares 4,577 Value ($000) $566 Avg Close Range
Q4 2022
Shares 4,543 Value ($000) $568 Avg Close Range
Q3 2022
Shares 4,511 Value ($000) $503 Avg Close Range
Q2 2022
Shares 4,481 Value ($000) $532 Avg Close Range
Q1 2022
Shares 4,453 Value ($000) $570 Avg Close Range
Q4 2021
Shares 4,453 Value ($000) $575 Avg Close Range
Q3 2021
Shares 4,452 Value ($000) $523 Avg Close Range
Q2 2021
Shares 4,452 Value ($000) $544 Avg Close Range
Q1 2021
Shares 4,451 Value ($000) $525 Avg Close Range
Q4 2020
Shares 4,624 Value ($000) $490 Avg Close Range
Q3 2020
Shares 4,623 Value ($000) $427 Avg Close Range
Q2 2020
Shares 4,623 Value ($000) $422 Avg Close Range
Q1 2020
Shares 4,814 Value ($000) $384 Avg Close Range
Q4 2019
Shares 4,981 Value ($000) $536 Avg Close Range
Q3 2019
Shares 4,981 Value ($000) $510 Avg Close Range
Q2 2019
Shares 4,994 Value ($000) $504 Avg Close Range
Q1 2019
Shares 5,381 Value ($000) $535 Avg Close Range
Q4 2018
Shares 5,900 Value ($000) $528 Avg Close Range
Q3 2018
Shares 5,934 Value ($000) $581 Avg Close Range
Q1 2018
Shares 7,539 Value ($000) $688 Avg Close Range
Q4 2017
Shares 9,257 Value ($000) $875 Avg Close Range