SPDR SER TR

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 1,123 Value ($000) $156 Avg Close — Range —
Q3 2025
Shares 1,123 Value ($000) $157 Avg Close — Range —
Q4 2024
Shares 2,061 Value ($000) $272 Avg Close — Range —