SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

ADVISORY RESEARCH INC's Holding History (CIK: 0000902584)

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

Q4 2025
Shares 1,798 Value ($000) $1,226 Avg Close Range
Q3 2025
Shares 873 Value ($000) $582 Avg Close Range
Q2 2025
Shares 458 Value ($000) $283 Avg Close Range
Q4 2024
Shares 1,021 Value ($000) $598 Avg Close Range
Q2 2024
Shares 574 Value ($000) $312 Avg Close Range
Q1 2024
Shares 430 Value ($000) $225 Avg Close Range
Q4 2023
Shares 4,156 Value ($000) $1,975 Avg Close Range
Q3 2023
Shares 558 Value ($000) $239 Avg Close Range
Q2 2023
Shares 563 Value ($000) $250 Avg Close Range
Q1 2023
Shares 897 Value ($000) $367 Avg Close Range
Q4 2022
Shares 1,535 Value ($000) $587 Avg Close Range
Q3 2022
Shares 1,812 Value ($000) $647 Avg Close Range
Q2 2022
Shares 1,396 Value ($000) $527 Avg Close Range
Q1 2022
Shares 781 Value ($000) $353 Avg Close Range
Q4 2021
Shares 6,122 Value ($000) $2,908 Avg Close Range
Q4 2020
Shares 4,188 Value ($000) $1,566 Avg Close Range
Q1 2020
Shares 1,255 Value ($000) $323 Avg Close Range
Q4 2019
Shares 10,176 Value ($000) $3,275 Avg Close Range
Q4 2018
Shares 2,981 Value ($000) $745 Avg Close Range
Q4 2015
Shares 1,950 Value ($000) $398 Avg Close Range
Q2 2015
Shares 6,530 Value ($000) $1,344 Avg Close Range
Q1 2015
Shares 12,091 Value ($000) $2,496 Avg Close Range
Q4 2014
Shares 8,804 Value ($000) $1,810 Avg Close Range