SPDR SER TR

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

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q3 2025
Shares 1,932 Value ($000) $270 Avg Close — Range —
Q2 2025
Shares 1,953 Value ($000) $265 Avg Close — Range —
Q1 2025
Shares 2,287 Value ($000) $310 Avg Close — Range —
Q4 2024
Shares 2,466 Value ($000) $326 Avg Close — Range —
Q3 2024
Shares 3,420 Value ($000) $486 Avg Close — Range —
Q2 2024
Shares 4,560 Value ($000) $580 Avg Close — Range —