SPDR SER TR

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

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 59,177 Value ($000) $8,236 Avg Close — Range —
Q3 2025
Shares 59,879 Value ($000) $8,386 Avg Close — Range —
Q2 2025
Shares 60,366 Value ($000) $8,193 Avg Close — Range —
Q1 2025
Shares 66,830 Value ($000) $9,067 Avg Close — Range —
Q4 2024
Shares 69,463 Value ($000) $9,176 Avg Close — Range —
Q3 2024
Shares 70,187 Value ($000) $9,969 Avg Close — Range —
Q2 2024
Shares 66,507 Value ($000) $8,458 Avg Close — Range —
Q1 2024
Shares 71,262 Value ($000) $9,352 Avg Close — Range —
Q4 2023
Shares 89,622 Value ($000) $11,200 Avg Close — Range —
Q3 2023
Shares 91,220 Value ($000) $10,491 Avg Close — Range —
Q2 2023
Shares 93,064 Value ($000) $11,408 Avg Close — Range —
Q1 2023
Shares 94,078 Value ($000) $11,638 Avg Close — Range —
Q4 2022
Shares 95,043 Value ($000) $11,891 Avg Close — Range —
Q3 2022
Shares 98,909 Value ($000) $11,029 Avg Close — Range —
Q2 2022
Shares 99,199 Value ($000) $11,774 Avg Close — Range —
Q1 2022
Shares 108,500 Value ($000) $13,900 Avg Close — Range —
Q4 2021
Shares 108,406 Value ($000) $13,997 Avg Close — Range —
Q3 2021
Shares 108,438 Value ($000) $12,747 Avg Close — Range —
Q2 2021
Shares 108,478 Value ($000) $13,265 Avg Close — Range —
Q1 2021
Shares 135,521 Value ($000) $10,823 Avg Close — Range —
Q4 2020
Shares 111,850 Value ($000) $11,848 Avg Close — Range —
Q3 2020
Shares 118,826 Value ($000) $10,980 Avg Close — Range —
Q2 2020
Shares 122,579 Value ($000) $11,179 Avg Close — Range —
Q1 2020
Shares 135,521 Value ($000) $10,823 Avg Close — Range —