SPDR SER TR

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

Forbes Financial Planning, Inc.'s Holding History (CIK: 0001911316)

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

Q4 2025
Shares 12,101 Value ($000) $1,684 Avg Close — Range —
Q3 2025
Shares 27,027 Value ($000) $3,774 Avg Close — Range —
Q2 2025
Shares 27,543 Value ($000) $3,738 Avg Close — Range —
Q1 2025
Shares 38,186 Value ($000) $5,181 Avg Close — Range —
Q4 2024
Shares 38,860 Value ($000) $5,133 Avg Close — Range —
Q3 2024
Shares 38,791 Value ($000) $5,510 Avg Close — Range —
Q2 2024
Shares 38,019 Value ($000) $4,835 Avg Close — Range —
Q1 2024
Shares 37,451 Value ($000) $4,915 Avg Close — Range —
Q4 2023
Shares 36,278 Value ($000) $4,534 Avg Close — Range —
Q3 2023
Shares 34,649 Value ($000) $3,985 Avg Close — Range —
Q2 2023
Shares 34,229 Value ($000) $4,196 Avg Close — Range —
Q1 2023
Shares 33,967 Value ($000) $4,202 Avg Close — Range —
Q4 2022
Shares 17,840 Value ($000) $1,989 Avg Close — Range —
Q3 2022
Shares 17,840 Value ($000) $1,989 Avg Close — Range —
Q2 2022
Shares 11,652 Value ($000) $1,380 Avg Close — Range —
Q1 2022
Shares 6,892 Value ($000) $884 Avg Close — Range —
Q4 2021
Shares 6,891 Value ($000) $890 Avg Close — Range —