SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 446,916 Value ($000) $304,773 Avg Close — Range —
Q3 2025
Shares 441,443 Value ($000) $294,091 Avg Close — Range —
Q2 2025
Shares 433,684 Value ($000) $267,962 Avg Close — Range —
Q1 2025
Shares 568,884 Value ($000) $318,238 Avg Close — Range —
Q4 2024
Shares 586,133 Value ($000) $343,532 Avg Close — Range —
Q3 2024
Shares 601,431 Value ($000) $345,087 Avg Close — Range —
Q2 2024
Shares 591,547 Value ($000) $321,942 Avg Close — Range —
Q1 2024
Shares 602,968 Value ($000) $315,404 Avg Close — Range —
Q4 2023
Shares 611,802 Value ($000) $290,807 Avg Close — Range —
Q3 2023
Shares 587,161 Value ($000) $251,009 Avg Close — Range —
Q2 2023
Shares 575,375 Value ($000) $255,062 Avg Close — Range —
Q1 2023
Shares 562,614 Value ($000) $230,337 Avg Close — Range —
Q4 2022
Shares 561,409 Value ($000) $214,710 Avg Close — Range —
Q3 2022
Shares 581,470 Value ($000) $207,699 Avg Close — Range —
Q2 2022
Shares 592,659 Value ($000) $223,590 Avg Close — Range —
Q1 2022
Shares 386,375 Value ($000) $174,502 Avg Close — Range —
Q4 2021
Shares 354,551 Value ($000) $168,398 Avg Close — Range —
Q3 2021
Shares 584,900 Value ($000) $251,004 Avg Close — Range —
Q2 2021
Shares 394,386 Value ($000) $168,821 Avg Close — Range —
Q1 2021
Shares 375,476 Value ($000) $148,812 Avg Close — Range —
Q4 2020
Shares 373,086 Value ($000) $139,490 Avg Close — Range —
Q3 2020
Shares 344,927 Value ($000) $115,513 Avg Close — Range —
Q2 2020
Shares 179,443 Value ($000) $55,333 Avg Close — Range —
Q1 2020
Shares 236,061 Value ($000) $60,845 Avg Close — Range —
Q4 2019
Shares 175,849 Value ($000) $56,599 Avg Close — Range —
Q3 2019
Shares 177,550 Value ($000) $52,691 Avg Close — Range —
Q2 2019
Shares 178,923 Value ($000) $52,424 Avg Close — Range —
Q1 2019
Shares 176,395 Value ($000) $49,828 Avg Close — Range —
Q4 2018
Shares 179,598 Value ($000) $44,885 Avg Close — Range —