SPDR SER TR

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

Roger Wittlin Investment Advisory, LLC's Holding History (CIK: 0001911328)

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

Q4 2025
Shares 10,138 Value ($000) $1,411 Avg Close — Range —
Q3 2025
Shares 12,778 Value ($000) $1,790 Avg Close — Range —
Q2 2025
Shares 13,455 Value ($000) $1,826 Avg Close — Range —
Q1 2025
Shares 13,470 Value ($000) $1,828 Avg Close — Range —
Q4 2024
Shares 13,455 Value ($000) $1,777 Avg Close — Range —
Q3 2024
Shares 13,100 Value ($000) $1,861 Avg Close — Range —
Q2 2024
Shares 13,027 Value ($000) $1,657 Avg Close — Range —
Q1 2024
Shares 12,940 Value ($000) $1,698 Avg Close — Range —
Q4 2023
Shares 21,404 Value ($000) $2,675 Avg Close — Range —
Q3 2023
Shares 21,679 Value ($000) $2,494 Avg Close — Range —
Q2 2023
Shares 21,537 Value ($000) $2,640 Avg Close — Range —
Q1 2023
Shares 64,393 Value ($000) $7,966 Avg Close — Range —
Q4 2022
Shares 63,731 Value ($000) $7,973 Avg Close — Range —
Q3 2022
Shares 7,574 Value ($000) $844 Avg Close — Range —
Q2 2022
Shares 57,687 Value ($000) $6,846 Avg Close — Range —