SPDR SER TR

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

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 3,671 Value ($000) $511 Avg Close Range
Q3 2025
Shares 2,770 Value ($000) $388 Avg Close Range
Q2 2025
Shares 3,453 Value ($000) $469 Avg Close Range
Q1 2025
Shares 3,518 Value ($000) $477 Avg Close Range
Q4 2024
Shares 3,514 Value ($000) $464 Avg Close Range
Q3 2024
Shares 3,509 Value ($000) $498 Avg Close Range
Q2 2024
Shares 3,505 Value ($000) $446 Avg Close Range
Q4 2023
Shares 3,540 Value ($000) $442 Avg Close Range
Q3 2023
Shares 3,535 Value ($000) $407 Avg Close Range
Q2 2023
Shares 112,952 Value ($000) $433 Avg Close Range
Q1 2023
Shares 3,484 Value ($000) $431 Avg Close Range
Q4 2022
Shares 3,480 Value ($000) $435 Avg Close Range