SPDR SER TR

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

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

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

Q4 2025
Shares 4,588 Value ($000) $638 Avg Close Range
Q3 2025
Shares 4,588 Value ($000) $643 Avg Close Range
Q2 2025
Shares 4,713 Value ($000) $640 Avg Close Range
Q1 2025
Shares 1,485 Value ($000) $201 Avg Close Range
Q4 2024
Shares 1,537 Value ($000) $203 Avg Close Range
Q3 2024
Shares 1,485 Value ($000) $211 Avg Close Range
Q1 2024
Shares 2,505 Value ($000) $329 Avg Close Range
Q4 2023
Shares 2,505 Value ($000) $313 Avg Close Range
Q3 2023
Shares 2,576 Value ($000) $216 Avg Close Range
Q2 2023
Shares 2,576 Value ($000) $230 Avg Close Range
Q1 2023
Shares 1,876 Value ($000) $232 Avg Close Range
Q4 2022
Shares 2,576 Value ($000) $235 Avg Close Range
Q3 2022
Shares 2,201 Value ($000) $246 Avg Close Range
Q2 2022
Shares 2,201 Value ($000) $261 Avg Close Range
Q1 2022
Shares 2,130 Value ($000) $273 Avg Close Range
Q4 2021
Shares 2,130 Value ($000) $275 Avg Close Range
Q3 2021
Shares 2,130 Value ($000) $250 Avg Close Range
Q2 2021
Shares 2,130 Value ($000) $261 Avg Close Range
Q1 2021
Shares 2,130 Value ($000) $252 Avg Close Range
Q4 2020
Shares 2,130 Value ($000) $225 Avg Close Range