SPDR SER TR

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

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 3,550 Value ($000) $521 Avg Close — Range —
Q3 2025
Shares 3,648 Value ($000) $511 Avg Close — Range —
Q2 2025
Shares 3,666 Value ($000) $508 Avg Close — Range —
Q1 2025
Shares 3,735 Value ($000) $478 Avg Close — Range —
Q4 2024
Shares 3,771 Value ($000) $494 Avg Close — Range —
Q3 2024
Shares 3,770 Value ($000) $527 Avg Close — Range —
Q2 2024
Shares 3,868 Value ($000) $488 Avg Close — Range —
Q1 2024
Shares 4,066 Value ($000) $520 Avg Close — Range —
Q4 2023
Shares 4,098 Value ($000) $508 Avg Close — Range —
Q3 2023
Shares 4,096 Value ($000) $464 Avg Close — Range —
Q2 2023
Shares 4,807 Value ($000) $582 Avg Close — Range —
Q4 2022
Shares 5,282 Value ($000) $669 Avg Close — Range —
Q3 2022
Shares 3,226 Value ($000) $360 Avg Close — Range —
Q2 2022
Shares 2,567 Value ($000) $305 Avg Close — Range —
Q1 2022
Shares 1,712 Value ($000) $219 Avg Close — Range —
Q4 2021
Shares 300 Value ($000) $39 Avg Close — Range —
Q3 2021
Shares 800 Value ($000) $94 Avg Close — Range —
Q4 2020
Shares 131 Value ($000) $14 Avg Close — Range —
Q3 2019
Shares 297 Value ($000) $30 Avg Close — Range —