SPDR SER TR

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

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 2,358 Value ($000) $328 Avg Close — Range —
Q3 2025
Shares 2,358 Value ($000) $330 Avg Close — Range —
Q2 2025
Shares 2,358 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 2,358 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,358 Value ($000) $304 Avg Close — Range —
Q3 2024
Shares 2,358 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,358 Value ($000) $300 Avg Close — Range —
Q1 2024
Shares 2,381 Value ($000) $312 Avg Close — Range —
Q4 2023
Shares 2,381 Value ($000) $298 Avg Close — Range —
Q3 2023
Shares 2,013 Value ($000) $232 Avg Close — Range —
Q2 2023
Shares 1,896 Value ($000) $232 Avg Close — Range —
Q1 2023
Shares 1,896 Value ($000) $235 Avg Close — Range —
Q3 2019
Shares 2,072 Value ($000) $212 Avg Close — Range —