SPDR SER TR

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

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 1,500 Value ($000) $209 Avg Close — Range —
Q3 2025
Shares 1,500 Value ($000) $210 Avg Close — Range —
Q2 2025
Shares 1,500 Value ($000) $204 Avg Close — Range —
Q1 2025
Shares 1,500 Value ($000) $204 Avg Close — Range —
Q3 2024
Shares 1,500 Value ($000) $213 Avg Close — Range —
Q1 2024
Shares 1,500 Value ($000) $197 Avg Close — Range —
Q4 2023
Shares 1,294 Value ($000) $162 Avg Close — Range —
Q3 2023
Shares 1,500 Value ($000) $173 Avg Close — Range —
Q2 2023
Shares 1,500 Value ($000) $184 Avg Close — Range —
Q1 2023
Shares 1,294 Value ($000) $160 Avg Close — Range —
Q4 2022
Shares 1,294 Value ($000) $162 Avg Close — Range —
Q3 2022
Shares 1,294 Value ($000) $144 Avg Close — Range —
Q2 2022
Shares 1,030 Value ($000) $122 Avg Close — Range —