SPDR SER TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 2,351 Value ($000) $345 Avg Close — Range —
Q3 2025
Shares 2,653 Value ($000) $371 Avg Close — Range —
Q2 2025
Shares 2,653 Value ($000) $363 Avg Close — Range —
Q1 2025
Shares 2,653 Value ($000) $360 Avg Close — Range —
Q4 2024
Shares 2,653 Value ($000) $350 Avg Close — Range —
Q3 2024
Shares 2,653 Value ($000) $377 Avg Close — Range —
Q2 2024
Shares 2,653 Value ($000) $337 Avg Close — Range —
Q1 2024
Shares 2,653 Value ($000) $348 Avg Close — Range —
Q4 2023
Shares 2,653 Value ($000) $332 Avg Close — Range —