SPDR SER TR

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

Axis Wealth Partners, LLC's Holding History (CIK: 0002052531)

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

Q4 2025
Shares 9,464 Value ($000) $1,317 Avg Close — Range —
Q3 2025
Shares 9,617 Value ($000) $1,347 Avg Close — Range —
Q2 2025
Shares 9,623 Value ($000) $1,306 Avg Close — Range —
Q1 2025
Shares 8,032 Value ($000) $1,090 Avg Close — Range —
Q4 2024
Shares 8,103 Value ($000) $1,070 Avg Close — Range —