SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 33,132 Value ($000) $22,593 Avg Close — Range —
Q3 2025
Shares 34,646 Value ($000) $23,080 Avg Close — Range —
Q2 2025
Shares 33,682 Value ($000) $20,811 Avg Close — Range —
Q1 2025
Shares 37,386 Value ($000) $20,913 Avg Close — Range —
Q4 2024
Shares 37,492 Value ($000) $21,973 Avg Close — Range —
Q3 2024
Shares 36,969 Value ($000) $21,211 Avg Close — Range —
Q2 2024
Shares 36,601 Value ($000) $19,919 Avg Close — Range —
Q1 2024
Shares 37,263 Value ($000) $19,491 Avg Close — Range —
Q4 2023
Shares 36,667 Value ($000) $17,428 Avg Close — Range —
Q3 2023
Shares 39,020 Value ($000) $16,680 Avg Close — Range —
Q2 2023
Shares 38,886 Value ($000) $17,238 Avg Close — Range —
Q1 2023
Shares 36,337 Value ($000) $14,876 Avg Close — Range —
Q4 2022
Shares 35,749 Value ($000) $13,672 Avg Close — Range —
Q3 2022
Shares 35,050 Value ($000) $12,519 Avg Close — Range —
Q2 2022
Shares 35,436 Value ($000) $13,368 Avg Close — Range —
Q1 2022
Shares 26,218 Value ($000) $11,841 Avg Close — Range —
Q4 2021
Shares 26,673 Value ($000) $12,668 Avg Close — Range —
Q3 2021
Shares 26,263 Value ($000) $11,270 Avg Close — Range —
Q2 2021
Shares 28,244 Value ($000) $12,090 Avg Close — Range —
Q1 2021
Shares 31,021 Value ($000) $12,295 Avg Close — Range —
Q4 2020
Shares 31,835 Value ($000) $11,902 Avg Close — Range —
Q3 2020
Shares 33,556 Value ($000) $11,238 Avg Close — Range —
Q2 2020
Shares 37,732 Value ($000) $11,635 Avg Close — Range —
Q1 2020
Shares 42,771 Value ($000) $11,024 Avg Close — Range —
Q4 2019
Shares 21,969 Value ($000) $7,071 Avg Close — Range —
Q3 2019
Shares 12,478 Value ($000) $3,703 Avg Close — Range —
Q2 2019
Shares 13,128 Value ($000) $3,846 Avg Close — Range —
Q1 2019
Shares 13,413 Value ($000) $3,789 Avg Close — Range —
Q4 2018
Shares 6,523 Value ($000) $1,630 Avg Close — Range —
Q3 2018
Shares 6,596 Value ($000) $1,918 Avg Close — Range —
Q2 2018
Shares 6,311 Value ($000) $1,712 Avg Close — Range —
Q1 2018
Shares 5,788 Value ($000) $1,523 Avg Close — Range —
Q4 2017
Shares 5,768 Value ($000) $1,539 Avg Close — Range —
Q3 2017
Shares 5,993 Value ($000) $1,505 Avg Close — Range —
Q2 2017
Shares 5,196 Value ($000) $1,256 Avg Close — Range —
Q1 2017
Shares 5,434 Value ($000) $1,281 Avg Close — Range —
Q4 2016
Shares 3,635 Value ($000) $813 Avg Close — Range —
Q3 2016
Shares 3,714 Value ($000) $803 Avg Close — Range —
Q2 2016
Shares 3,813 Value ($000) $799 Avg Close — Range —
Q1 2016
Shares 3,317 Value ($000) $682 Avg Close — Range —
Q4 2015
Shares 3,315 Value ($000) $676 Avg Close — Range —
Q3 2015
Shares 3,521 Value ($000) $675 Avg Close — Range —
Q2 2015
Shares 3,570 Value ($000) $735 Avg Close — Range —
Q1 2015
Shares 3,602 Value ($000) $744 Avg Close — Range —
Q4 2014
Shares 3,815 Value ($000) $784 Avg Close — Range —
Q3 2014
Shares 2,934 Value ($000) $578 Avg Close — Range —
Q2 2014
Shares 1,575 Value ($000) $308 Avg Close — Range —
Q1 2014
Shares 1,624 Value ($000) $302 Avg Close — Range —
Q4 2013
Shares 1,643 Value ($000) $303 Avg Close — Range —
Q3 2013
Shares 1,623 Value ($000) $273 Avg Close — Range —