SPDR SER TR

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

Marshall Financial Group LLC's Holding History (CIK: 0001841496)

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

Q4 2025
Shares 1,794 Value ($000) $250 Avg Close — Range —
Q3 2025
Shares 1,884 Value ($000) $264 Avg Close — Range —
Q2 2025
Shares 1,884 Value ($000) $260 Avg Close — Range —
Q1 2025
Shares 1,884 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 2,044 Value ($000) $270 Avg Close — Range —
Q3 2024
Shares 2,044 Value ($000) $290 Avg Close — Range —
Q2 2024
Shares 1,971 Value ($000) $251 Avg Close — Range —
Q4 2023
Shares 2,131 Value ($000) $266 Avg Close — Range —
Q3 2023
Shares 2,131 Value ($000) $245 Avg Close — Range —
Q2 2023
Shares 2,131 Value ($000) $261 Avg Close — Range —
Q1 2023
Shares 2,451 Value ($000) $303 Avg Close — Range —
Q4 2022
Shares 1,882 Value ($000) $235 Avg Close — Range —
Q3 2022
Shares 2,451 Value ($000) $273 Avg Close — Range —
Q2 2022
Shares 2,451 Value ($000) $291 Avg Close — Range —
Q1 2022
Shares 2,451 Value ($000) $314 Avg Close — Range —
Q4 2021
Shares 2,451 Value ($000) $316 Avg Close — Range —
Q3 2021
Shares 2,846 Value ($000) $335 Avg Close — Range —
Q2 2021
Shares 2,846 Value ($000) $348 Avg Close — Range —
Q1 2021
Shares 2,846 Value ($000) $336 Avg Close — Range —