SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 10,008 Value ($000) $6,825 Avg Close — Range —
Q3 2025
Shares 10,015 Value ($000) $6,672 Avg Close — Range —
Q2 2025
Shares 10,221 Value ($000) $6,315 Avg Close — Range —
Q1 2025
Shares 10,221 Value ($000) $5,718 Avg Close — Range —
Q4 2024
Shares 9,352 Value ($000) $5,481 Avg Close — Range —
Q3 2024
Shares 8,920 Value ($000) $5,118 Avg Close — Range —
Q2 2024
Shares 5,437 Value ($000) $2,959 Avg Close — Range —
Q1 2024
Shares 5,437 Value ($000) $2,844 Avg Close — Range —
Q4 2023
Shares 5,437 Value ($000) $2,584 Avg Close — Range —
Q3 2023
Shares 5,250 Value ($000) $2,244 Avg Close — Range —
Q2 2023
Shares 5,234 Value ($000) $2,320 Avg Close — Range —
Q4 2022
Shares 5,942 Value ($000) $2,272 Avg Close — Range —
Q3 2022
Shares 6,015 Value ($000) $2,148 Avg Close — Range —
Q2 2022
Shares 6,745 Value ($000) $2,544 Avg Close — Range —
Q4 2021
Shares 6,306 Value ($000) $2,995 Avg Close — Range —
Q3 2021
Shares 6,347 Value ($000) $2,724 Avg Close — Range —
Q2 2021
Shares 2,648 Value ($000) $2,648 Avg Close — Range —
Q1 2021
Shares 6,187 Value ($000) $2,452 Avg Close — Range —
Q4 2020
Shares 6,112 Value ($000) $2,285 Avg Close — Range —
Q3 2020
Shares 6,112 Value ($000) $2,047 Avg Close — Range —
Q2 2020
Shares 6,112 Value ($000) $1,885 Avg Close — Range —
Q1 2020
Shares 6,112 Value ($000) $1,575 Avg Close — Range —
Q4 2019
Shares 6,350 Value ($000) $2,044 Avg Close — Range —
Q3 2019
Shares 5,862 Value ($000) $1,740 Avg Close — Range —
Q2 2019
Shares 5,862 Value ($000) $1,718 Avg Close — Range —
Q1 2019
Shares 5,821 Value ($000) $1,644 Avg Close — Range —
Q4 2018
Shares 5,820 Value ($000) $1,455 Avg Close — Range —
Q3 2018
Shares 4,301 Value ($000) $1,250 Avg Close — Range —
Q2 2018
Shares 3,886 Value ($000) $1,054 Avg Close — Range —
Q1 2018
Shares 3,886 Value ($000) $1,023 Avg Close — Range —
Q4 2017
Shares 3,886 Value ($000) $1,037 Avg Close — Range —
Q3 2017
Shares 3,886 Value ($000) $976 Avg Close — Range —
Q2 2017
Shares 3,659 Value ($000) $885 Avg Close — Range —
Q1 2017
Shares 3,659 Value ($000) $863 Avg Close — Range —
Q4 2016
Shares 3,659 Value ($000) $818 Avg Close — Range —
Q3 2016
Shares 3,216 Value ($000) $696 Avg Close — Range —
Q2 2016
Shares 3,011 Value ($000) $631 Avg Close — Range —
Q1 2016
Shares 495 Value ($000) $102 Avg Close — Range —