SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Peloton Wealth Strategists's Holding History (CIK: 0001080132)

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

Q4 2025
Shares 469 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 709 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 738 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 738 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 766 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 765 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 746 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 745 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 620 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 620 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 610 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 610 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 632 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 610 Value ($000) $218 Avg Close — Range —
Q2 2022
Shares 700 Value ($000) $264 Avg Close — Range —
Q1 2022
Shares 605 Value ($000) $273 Avg Close — Range —
Q4 2021
Shares 1,440 Value ($000) $684 Avg Close — Range —
Q3 2021
Shares 560 Value ($000) $240 Avg Close — Range —
Q2 2021
Shares 540 Value ($000) $231 Avg Close — Range —
Q1 2021
Shares 540 Value ($000) $214 Avg Close — Range —
Q4 2020
Shares 549 Value ($000) $205 Avg Close — Range —
Q2 2020
Shares 825 Value ($000) $254 Avg Close — Range —
Q1 2020
Shares 21,741 Value ($000) $699 Avg Close — Range —
Q4 2019
Shares 15,251 Value ($000) $2,202 Avg Close — Range —
Q3 2019
Shares 15,391 Value ($000) $1,833 Avg Close — Range —
Q2 2019
Shares 11,790 Value ($000) $1,580 Avg Close — Range —
Q1 2019
Shares 11,288 Value ($000) $1,459 Avg Close — Range —
Q4 2018
Shares 11,316 Value ($000) $1,290 Avg Close — Range —
Q3 2018
Shares 10,585 Value ($000) $1,622 Avg Close — Range —
Q4 2017
Shares 1,365 Value ($000) $364 Avg Close — Range —
Q3 2017
Shares 1,773 Value ($000) $445 Avg Close — Range —
Q4 2016
Shares 2,809 Value ($000) $628 Avg Close — Range —
Q3 2016
Shares 2,739 Value ($000) $592 Avg Close — Range —
Q1 2016
Shares 4,413 Value ($000) $907 Avg Close — Range —
Q4 2015
Shares 4,399 Value ($000) $897 Avg Close — Range —
Q3 2015
Shares 4,469 Value ($000) $856 Avg Close — Range —
Q2 2015
Shares 4,553 Value ($000) $937 Avg Close — Range —
Q1 2015
Shares 6,090 Value ($000) $1,191 Avg Close — Range —
Q4 2014
Shares 6,015 Value ($000) $1,236 Avg Close — Range —
Q3 2014
Shares 5,842 Value ($000) $1,151 Avg Close — Range —
Q2 2014
Shares 4,028 Value ($000) $844 Avg Close — Range —
Q1 2014
Shares 5,719 Value ($000) $1,070 Avg Close — Range —
Q4 2013
Shares 5,719 Value ($000) $1,056 Avg Close — Range —
Q3 2013
Shares 5,612 Value ($000) $943 Avg Close — Range —
Q2 2013
Shares 5,582 Value ($000) $895 Avg Close — Range —