SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025
Shares 40,822 Value ($000) $27,837 Avg Close — Range —
Q3 2025
Shares 38,968 Value ($000) $25,960 Avg Close — Range —
Q2 2025
Shares 40,333 Value ($000) $24,920 Avg Close — Range —
Q4 2024
Shares 62,893 Value ($000) $36,984 Avg Close — Range —
Q3 2024
Shares 85,936 Value ($000) $49,202 Avg Close — Range —
Q2 2024
Shares 83,805 Value ($000) $45,755 Avg Close — Range —
Q1 2024
Shares 82,669 Value ($000) $35,467 Avg Close — Range —
Q4 2023
Shares 79,387 Value ($000) $37,883 Avg Close — Range —
Q3 2023
Shares 82,669 Value ($000) $35,467 Avg Close — Range —
Q2 2023
Shares 83,013 Value ($000) $36,924 Avg Close — Range —
Q1 2023
Shares 82,261 Value ($000) $33,788 Avg Close — Range —
Q4 2022
Shares 81,222 Value ($000) $31,192 Avg Close — Range —
Q3 2022
Shares 84,441 Value ($000) $30,161 Avg Close — Range —
Q2 2022
Shares 52,283 Value ($000) $19,724 Avg Close — Range —
Q1 2022
Shares 55,522 Value ($000) $25,076 Avg Close — Range —
Q4 2021
Shares 49,802 Value ($000) $23,654 Avg Close — Range —
Q3 2021
Shares 48,939 Value ($000) $20,995 Avg Close — Range —
Q2 2021
Shares 46,200 Value ($000) $19,568 Avg Close — Range —
Q1 2021
Shares 46,169 Value ($000) $18,139 Avg Close — Range —
Q4 2020
Shares 37,624 Value ($000) $14,067 Avg Close — Range —
Q3 2020
Shares 40,483 Value ($000) $13,076 Avg Close — Range —
Q2 2020
Shares 37,600 Value ($000) $11,361 Avg Close — Range —
Q1 2020
Shares 59,649 Value ($000) $15,375 Avg Close — Range —
Q4 2019
Shares 22,139 Value ($000) $7,124 Avg Close — Range —
Q3 2019
Shares 21,732 Value ($000) $6,450 Avg Close — Range —
Q2 2019
Shares 23,118 Value ($000) $6,771 Avg Close — Range —
Q1 2019
Shares 23,550 Value ($000) $6,644 Avg Close — Range —
Q4 2018
Shares 21,389 Value ($000) $5,345 Avg Close — Range —
Q3 2018
Shares 17,520 Value ($000) $5,094 Avg Close — Range —
Q2 2018
Shares 17,273 Value ($000) $4,686 Avg Close — Range —
Q1 2018
Shares 15,790 Value ($000) $4,157 Avg Close — Range —
Q4 2017
Shares 17,566 Value ($000) $4,691 Avg Close — Range —
Q3 2017
Shares 23,755 Value ($000) $5,970 Avg Close — Range —
Q2 2017
Shares 14,988 Value ($000) $3,626 Avg Close — Range —
Q1 2017
Shares 16,077 Value ($000) $3,792 Avg Close — Range —
Q4 2016
Shares 16,478 Value ($000) $3,684 Avg Close — Range —
Q3 2016
Shares 18,865 Value ($000) $3,798 Avg Close — Range —
Q2 2016
Shares 14,355 Value ($000) $2,652 Avg Close — Range —
Q1 2016
Shares 21,215 Value ($000) $3,993 Avg Close — Range —
Q4 2015
Shares 19,071 Value ($000) $3,888 Avg Close — Range —
Q3 2015
Shares 13,276 Value ($000) $2,546 Avg Close — Range —
Q2 2015
Shares 11,434 Value ($000) $2,359 Avg Close — Range —
Q1 2015
Shares 13,782 Value ($000) $2,845 Avg Close — Range —
Q4 2014
Shares 15,384 Value ($000) $14,412 Avg Close — Range —
Q3 2014
Shares 28,970 Value ($000) $1,924 Avg Close — Range —
Q2 2014
Shares 24,571 Value ($000) $2,452,204 Avg Close — Range —
Q1 2014
Shares 66,345 Value ($000) $3,082 Avg Close — Range —
Q4 2013
Shares 24,717 Value ($000) $4,565 Avg Close — Range —
Q3 2013
Shares 33,238 Value ($000) $5,584 Avg Close — Range —
Q2 2013
Shares 5,468 Value ($000) $877 Avg Close — Range —