SPDR SER TR

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

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 1,589 Value ($000) $221 Avg Close — Range —
Q3 2025
Shares 1,589 Value ($000) $222 Avg Close — Range —
Q2 2025
Shares 1,685 Value ($000) $229 Avg Close — Range —
Q1 2025
Shares 1,783 Value ($000) $242 Avg Close — Range —
Q4 2024
Shares 1,783 Value ($000) $236 Avg Close — Range —
Q3 2024
Shares 1,771 Value ($000) $252 Avg Close — Range —
Q2 2024
Shares 1,763 Value ($000) $224 Avg Close — Range —
Q1 2024
Shares 1,769 Value ($000) $232 Avg Close — Range —
Q4 2023
Shares 2,564 Value ($000) $320 Avg Close — Range —
Q3 2023
Shares 2,546 Value ($000) $293 Avg Close — Range —
Q2 2023
Shares 2,529 Value ($000) $315 Avg Close — Range —
Q1 2023
Shares 2,524 Value ($000) $312 Avg Close — Range —
Q4 2022
Shares 1,838 Value ($000) $230 Avg Close — Range —