SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 6,020 Value ($000) $4,105 Avg Close Range
Q3 2025
Shares 6,048 Value ($000) $4,029 Avg Close Range
Q2 2025
Shares 6,111 Value ($000) $3,776 Avg Close Range
Q1 2025
Shares 6,071 Value ($000) $3,396 Avg Close Range
Q4 2024
Shares 6,056 Value ($000) $3,549 Avg Close Range
Q3 2024
Shares 6,244 Value ($000) $3,582 Avg Close Range
Q2 2024
Shares 6,039 Value ($000) $3,286 Avg Close Range
Q1 2024
Shares 3,482 Value ($000) $1,821 Avg Close Range
Q4 2023
Shares 3,524 Value ($000) $1,675 Avg Close Range
Q3 2023
Shares 2,638 Value ($000) $1,128 Avg Close Range
Q2 2023
Shares 2,637 Value ($000) $1,169 Avg Close Range
Q1 2023
Shares 2,863 Value ($000) $1,172 Avg Close Range
Q4 2022
Shares 2,576 Value ($000) $985 Avg Close Range
Q3 2022
Shares 2,565 Value ($000) $916 Avg Close Range
Q2 2022
Shares 2,636 Value ($000) $994 Avg Close Range
Q1 2022
Shares 2,854 Value ($000) $1,289 Avg Close Range
Q4 2021
Shares 2,644 Value ($000) $1,256 Avg Close Range
Q3 2021
Shares 2,538 Value ($000) $1,089 Avg Close Range
Q2 2021
Shares 2,972 Value ($000) $1,272 Avg Close Range
Q1 2021
Shares 2,940 Value ($000) $1,165 Avg Close Range
Q4 2020
Shares 2,989 Value ($000) $1,117 Avg Close Range
Q3 2020
Shares 2,520 Value ($000) $844 Avg Close Range
Q2 2020
Shares 3,163 Value ($000) $975 Avg Close Range
Q1 2020
Shares 3,325 Value ($000) $857 Avg Close Range
Q4 2019
Shares 3,280 Value ($000) $1,056 Avg Close Range
Q3 2019
Shares 3,242 Value ($000) $962 Avg Close Range
Q2 2019
Shares 3,262 Value ($000) $956 Avg Close Range
Q1 2019
Shares 3,307 Value ($000) $934 Avg Close Range
Q4 2018
Shares 3,484 Value ($000) $871 Avg Close Range
Q3 2018
Shares 2,703 Value ($000) $786 Avg Close Range
Q2 2018
Shares 1,439 Value ($000) $390 Avg Close Range
Q1 2018
Shares 710 Value ($000) $187 Avg Close Range