SPDR SER TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 4,562 Value ($000) $635 Avg Close — Range —
Q3 2025
Shares 4,602 Value ($000) $644 Avg Close — Range —
Q2 2025
Shares 5,470 Value ($000) $742 Avg Close — Range —
Q1 2025
Shares 5,402 Value ($000) $733 Avg Close — Range —
Q4 2024
Shares 5,108 Value ($000) $675 Avg Close — Range —
Q3 2024
Shares 5,195 Value ($000) $738 Avg Close — Range —
Q2 2024
Shares 5,195 Value ($000) $661 Avg Close — Range —
Q1 2024
Shares 5,235 Value ($000) $687 Avg Close — Range —
Q4 2023
Shares 5,394 Value ($000) $674 Avg Close — Range —
Q3 2023
Shares 5,475 Value ($000) $630 Avg Close — Range —
Q2 2023
Shares 5,576 Value ($000) $684 Avg Close — Range —
Q1 2023
Shares 5,777 Value ($000) $715 Avg Close — Range —
Q4 2022
Shares 7,146 Value ($000) $894 Avg Close — Range —