SPDR SER TR

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

SARD WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0002010095)

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

Q4 2025
Shares 95,884 Value ($000) $13,343 Avg Close — Range —
Q3 2025
Shares 93,772 Value ($000) $13,133 Avg Close — Range —
Q2 2025
Shares 93,275 Value ($000) $12,660 Avg Close — Range —
Q1 2025
Shares 91,183 Value ($000) $12,372 Avg Close — Range —
Q4 2024
Shares 88,985 Value ($000) $11,755 Avg Close — Range —
Q3 2024
Shares 89,989 Value ($000) $12,782 Avg Close — Range —
Q2 2024
Shares 90,469 Value ($000) $11,506 Avg Close — Range —
Q1 2024
Shares 98,670 Value ($000) $12,949 Avg Close — Range —
Q4 2023
Shares 98,147 Value ($000) $12,265 Avg Close — Range —