SPDR SER TR

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

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 71,737 Value ($000) $9,983 Avg Close Range
Q3 2025
Shares 78,673 Value ($000) $11,018 Avg Close Range
Q2 2025
Shares 76,372 Value ($000) $10,366 Avg Close Range
Q1 2025
Shares 76,561 Value ($000) $10,388 Avg Close Range
Q4 2024
Shares 64,801 Value ($000) $8,560 Avg Close Range
Q3 2024
Shares 62,965 Value ($000) $8,944 Avg Close Range
Q2 2024
Shares 60,427 Value ($000) $7,685 Avg Close Range
Q1 2024
Shares 59,944 Value ($000) $7,867 Avg Close Range
Q4 2023
Shares 61,206 Value ($000) $7,649 Avg Close Range