SPDR SER TR

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

Carson Advisory Inc.'s Holding History (CIK: 0001909304)

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

Q4 2025
Shares 1,865 Value ($000) $260 Avg Close — Range —
Q3 2025
Shares 2,215 Value ($000) $310 Avg Close — Range —
Q2 2025
Shares 2,182 Value ($000) $296 Avg Close — Range —
Q1 2025
Shares 2,182 Value ($000) $296 Avg Close — Range —
Q4 2024
Shares 2,347 Value ($000) $310 Avg Close — Range —
Q3 2024
Shares 5,837 Value ($000) $829 Avg Close — Range —
Q2 2024
Shares 5,822 Value ($000) $740 Avg Close — Range —
Q1 2024
Shares 5,858 Value ($000) $769 Avg Close — Range —
Q4 2023
Shares 5,844 Value ($000) $730 Avg Close — Range —
Q3 2023
Shares 5,829 Value ($000) $670 Avg Close — Range —
Q2 2023
Shares 6,133 Value ($000) $752 Avg Close — Range —
Q1 2023
Shares 5,697 Value ($000) $705 Avg Close — Range —
Q4 2022
Shares 4,661 Value ($000) $583 Avg Close — Range —
Q3 2022
Shares 4,403 Value ($000) $491 Avg Close — Range —
Q2 2022
Shares 4,390 Value ($000) $521 Avg Close — Range —
Q1 2022
Shares 4,377 Value ($000) $561 Avg Close — Range —
Q4 2021
Shares 4,364 Value ($000) $564 Avg Close — Range —