SPDR SER TR

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

LifeSteps Financial, Inc.'s Holding History (CIK: 0001801373)

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

Q4 2025
Shares 29,051 Value ($000) $4,043 Avg Close Range
Q3 2025
Shares 29,357 Value ($000) $4,111 Avg Close Range
Q2 2025
Shares 29,348 Value ($000) $3,983 Avg Close Range
Q1 2025
Shares 29,412 Value ($000) $3,991 Avg Close Range
Q4 2024
Shares 29,121 Value ($000) $3,847 Avg Close Range
Q3 2024
Shares 28,585 Value ($000) $4,060 Avg Close Range
Q2 2024
Shares 28,599 Value ($000) $3,637 Avg Close Range
Q1 2024
Shares 33,776 Value ($000) $4,433 Avg Close Range
Q4 2023
Shares 33,862 Value ($000) $4,232 Avg Close Range
Q3 2023
Shares 34,247 Value ($000) $3,939 Avg Close Range
Q2 2023
Shares 34,420 Value ($000) $4,219 Avg Close Range
Q1 2023
Shares 35,551 Value ($000) $4,398 Avg Close Range
Q4 2022
Shares 36,755 Value ($000) $4,598 Avg Close Range
Q3 2022
Shares 32,337 Value ($000) $3,606 Avg Close Range
Q2 2022
Shares 32,009 Value ($000) $3,799 Avg Close Range
Q1 2022
Shares 32,296 Value ($000) $4,137 Avg Close Range
Q4 2021
Shares 33,265 Value ($000) $4,295 Avg Close Range
Q3 2021
Shares 34,165 Value ($000) $4,016 Avg Close Range
Q2 2021
Shares 34,829 Value ($000) $4,259 Avg Close Range
Q1 2021
Shares 33,515 Value ($000) $3,956 Avg Close Range
Q4 2020
Shares 37,407 Value ($000) $3,963 Avg Close Range
Q3 2020
Shares 39,004 Value ($000) $3,604 Avg Close Range
Q2 2020
Shares 40,490 Value ($000) $3,693 Avg Close Range
Q1 2020
Shares 44,505 Value ($000) $3,554 Avg Close Range
Q4 2019
Shares 46,782 Value ($000) $5,032 Avg Close Range