SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Barton Investment Management's Holding History (CIK: 0001387818)

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

Q4 2025
Shares 839 Value ($000) $572 Avg Close — Range —
Q3 2025
Shares 839 Value ($000) $559 Avg Close — Range —
Q2 2025
Shares 839 Value ($000) $518 Avg Close — Range —
Q1 2025
Shares 839 Value ($000) $469 Avg Close — Range —
Q4 2024
Shares 839 Value ($000) $492 Avg Close — Range —
Q3 2024
Shares 839 Value ($000) $481 Avg Close — Range —
Q2 2024
Shares 839 Value ($000) $457 Avg Close — Range —
Q1 2024
Shares 1,034 Value ($000) $541 Avg Close — Range —
Q4 2023
Shares 1,151 Value ($000) $547 Avg Close — Range —
Q3 2023
Shares 1,391 Value ($000) $595 Avg Close — Range —
Q2 2023
Shares 1,506 Value ($000) $668 Avg Close — Range —
Q1 2023
Shares 1,690 Value ($000) $692 Avg Close — Range —
Q4 2022
Shares 2,040 Value ($000) $780 Avg Close — Range —