SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Triangle Securities Wealth Management's Holding History (CIK: 0001541353)

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

Q4 2025
Shares 1,323 Value ($000) $902 Avg Close — Range —
Q3 2025
Shares 2,259 Value ($000) $1,505 Avg Close — Range —
Q2 2025
Shares 2,389 Value ($000) $1,476 Avg Close — Range —
Q1 2025
Shares 2,609 Value ($000) $1,459 Avg Close — Range —
Q4 2024
Shares 2,747 Value ($000) $1,610 Avg Close — Range —
Q3 2024
Shares 2,706 Value ($000) $1,553 Avg Close — Range —
Q2 2024
Shares 2,594 Value ($000) $1,412 Avg Close — Range —
Q1 2024
Shares 2,626 Value ($000) $1,374 Avg Close — Range —
Q4 2023
Shares 2,932 Value ($000) $1,394 Avg Close — Range —
Q3 2023
Shares 2,915 Value ($000) $1,246 Avg Close — Range —
Q2 2023
Shares 2,892 Value ($000) $1,282 Avg Close — Range —
Q1 2023
Shares 2,907 Value ($000) $1,190 Avg Close — Range —
Q4 2022
Shares 3,192 Value ($000) $1,221 Avg Close — Range —
Q3 2022
Shares 3,563 Value ($000) $1,273 Avg Close — Range —
Q2 2022
Shares 3,570 Value ($000) $1,347 Avg Close — Range —
Q1 2022
Shares 3,670 Value ($000) $1,658 Avg Close — Range —
Q4 2021
Shares 3,757 Value ($000) $1,785 Avg Close — Range —
Q3 2021
Shares 3,941 Value ($000) $1,691 Avg Close — Range —
Q2 2021
Shares 4,030 Value ($000) $1,725 Avg Close — Range —
Q1 2021
Shares 4,243 Value ($000) $1,682 Avg Close — Range —
Q4 2020
Shares 4,545 Value ($000) $1,699 Avg Close — Range —
Q3 2020
Shares 4,727 Value ($000) $1,583 Avg Close — Range —
Q2 2020
Shares 4,818 Value ($000) $1,486 Avg Close — Range —
Q1 2020
Shares 4,910 Value ($000) $1,266 Avg Close — Range —
Q4 2019
Shares 5,306 Value ($000) $1,708 Avg Close — Range —
Q3 2019
Shares 5,364 Value ($000) $1,592 Avg Close — Range —
Q2 2019
Shares 5,389 Value ($000) $1,599 Avg Close — Range —
Q1 2019
Shares 4,803 Value ($000) $1,357 Avg Close — Range —
Q4 2018
Shares 4,864 Value ($000) $1,216 Avg Close — Range —
Q3 2018
Shares 5,057 Value ($000) $1,470 Avg Close — Range —
Q2 2018
Shares 5,251 Value ($000) $1,424 Avg Close — Range —
Q1 2018
Shares 5,601 Value ($000) $1,474 Avg Close — Range —
Q4 2017
Shares 4,094 Value ($000) $1,093 Avg Close — Range —
Q3 2017
Shares 4,159 Value ($000) $1,045 Avg Close — Range —
Q2 2017
Shares 4,203 Value ($000) $1,016 Avg Close — Range —
Q1 2017
Shares 4,873 Value ($000) $1,149 Avg Close — Range —
Q4 2016
Shares 5,548 Value ($000) $1,240 Avg Close — Range —
Q3 2016
Shares 5,643 Value ($000) $1,221 Avg Close — Range —
Q1 2016
Shares 7,838 Value ($000) $1,611 Avg Close — Range —
Q4 2015
Shares 8,067 Value ($000) $1,645 Avg Close — Range —
Q3 2015
Shares 5,837 Value ($000) $1,119 Avg Close — Range —
Q2 2015
Shares 6,100 Value ($000) $1,256 Avg Close — Range —
Q1 2015
Shares 7,719 Value ($000) $1,593 Avg Close — Range —
Q2 2013
Shares 133 Value ($000) $21 Avg Close — Range —