SPDR SER TR

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

HTG Investment Advisors, Inc.'s Holding History (CIK: 0001963875)

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

Q4 2025
Shares 1,970 Value ($000) $274 Avg Close — Range —
Q3 2025
Shares 1,970 Value ($000) $276 Avg Close — Range —
Q2 2025
Shares 3,265 Value ($000) $443 Avg Close — Range —
Q1 2025
Shares 3,183 Value ($000) $432 Avg Close — Range —
Q4 2024
Shares 3,288 Value ($000) $434 Avg Close — Range —
Q3 2024
Shares 3,288 Value ($000) $467 Avg Close — Range —
Q2 2024
Shares 3,288 Value ($000) $418 Avg Close — Range —
Q1 2024
Shares 3,717 Value ($000) $488 Avg Close — Range —
Q4 2023
Shares 3,717 Value ($000) $465 Avg Close — Range —
Q3 2023
Shares 3,717 Value ($000) $428 Avg Close — Range —
Q2 2023
Shares 3,717 Value ($000) $456 Avg Close — Range —
Q1 2023
Shares 3,838 Value ($000) $475 Avg Close — Range —
Q4 2022
Shares 3,838 Value ($000) $480 Avg Close — Range —