SPDR SER TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 42,277 Value ($000) $5,883 Avg Close Range
Q3 2025
Shares 34,196 Value ($000) $4,789 Avg Close Range
Q2 2025
Shares 29,469 Value ($000) $4,000 Avg Close Range
Q1 2025
Shares 28,310 Value ($000) $3,840 Avg Close Range
Q4 2024
Shares 39,689 Value ($000) $5,243 Avg Close Range
Q3 2024
Shares 30,693 Value ($000) $4,358 Avg Close Range
Q2 2024
Shares 21,487 Value ($000) $2,733 Avg Close Range
Q1 2024
Shares 20,438 Value ($000) $2,682 Avg Close Range
Q4 2023
Shares 19,494 Value ($000) $2,436 Avg Close Range
Q3 2023
Shares 15,916 Value ($000) $1,831 Avg Close Range
Q2 2023
Shares 3,999 Value ($000) $490 Avg Close Range