SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 6,263 Value ($000) $4,271 Avg Close Range
Q3 2025
Shares 6,299 Value ($000) $4,196 Avg Close Range
Q2 2025
Shares 6,651 Value ($000) $4,109 Avg Close Range
Q1 2025
Shares 6,597 Value ($000) $3,690 Avg Close Range
Q4 2024
Shares 6,231 Value ($000) $3,652 Avg Close Range
Q3 2024
Shares 6,233 Value ($000) $3,576 Avg Close Range
Q2 2024
Shares 4,552 Value ($000) $2,477 Avg Close Range
Q1 2024
Shares 2,464 Value ($000) $1,289 Avg Close Range
Q4 2023
Shares 2,634 Value ($000) $1,252 Avg Close Range
Q3 2023
Shares 2,372 Value ($000) $1,014 Avg Close Range
Q2 2023
Shares 2,702 Value ($000) $1,198 Avg Close Range
Q1 2023
Shares 2,702 Value ($000) $1,106 Avg Close Range
Q4 2022
Shares 2,662 Value ($000) $1,018 Avg Close Range
Q3 2022
Shares 2,523 Value ($000) $901 Avg Close Range
Q2 2022
Shares 2,824 Value ($000) $1,065 Avg Close Range
Q1 2022
Shares 1,160 Value ($000) $524 Avg Close Range
Q4 2021
Shares 995 Value ($000) $473 Avg Close Range
Q3 2021
Shares 971 Value ($000) $417 Avg Close Range
Q2 2021
Shares 1,003 Value ($000) $429 Avg Close Range
Q1 2021
Shares 972 Value ($000) $385 Avg Close Range
Q1 2018
Shares 866 Value ($000) $228 Avg Close Range
Q4 2017
Shares 1,061 Value ($000) $283 Avg Close Range