SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Schneider Downs Wealth Management Advisors, LP's Holding History (CIK: 0001665359)

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

Q4 2025
Shares 11,250 Value ($000) $7,672 Avg Close Range
Q3 2025
Shares 11,441 Value ($000) $7,622 Avg Close Range
Q2 2025
Shares 11,552 Value ($000) $7,137 Avg Close Range
Q1 2025
Shares 5,803 Value ($000) $3,246 Avg Close Range
Q4 2024
Shares 5,078 Value ($000) $2,976 Avg Close Range
Q3 2024
Shares 4,379 Value ($000) $2,512 Avg Close Range
Q2 2024
Shares 4,549 Value ($000) $2,476 Avg Close Range
Q1 2024
Shares 4,549 Value ($000) $2,379 Avg Close Range
Q4 2023
Shares 4,629 Value ($000) $2,200 Avg Close Range
Q3 2023
Shares 4,683 Value ($000) $2,002 Avg Close Range
Q2 2023
Shares 5,033 Value ($000) $2,231 Avg Close Range
Q1 2023
Shares 5,093 Value ($000) $2,085 Avg Close Range
Q4 2022
Shares 5,179 Value ($000) $1,981 Avg Close Range
Q3 2022
Shares 5,427 Value ($000) $1,938 Avg Close Range
Q2 2022
Shares 5,476 Value ($000) $2,066 Avg Close Range
Q1 2022
Shares 4,587 Value ($000) $2,072 Avg Close Range
Q4 2021
Shares 4,328 Value ($000) $2,056 Avg Close Range
Q3 2021
Shares 4,270 Value ($000) $1,832 Avg Close Range
Q2 2021
Shares 4,270 Value ($000) $1,828 Avg Close Range
Q1 2021
Shares 4,270 Value ($000) $1,692 Avg Close Range
Q4 2020
Shares 1,733 Value ($000) $648 Avg Close Range
Q3 2020
Shares 1,833 Value ($000) $614 Avg Close Range
Q2 2020
Shares 2,334 Value ($000) $720 Avg Close Range
Q1 2020
Shares 10,270 Value ($000) $2,647 Avg Close Range
Q4 2019
Shares 10,240 Value ($000) $3,296 Avg Close Range
Q3 2019
Shares 10,073 Value ($000) $2,989 Avg Close Range
Q2 2019
Shares 10,744 Value ($000) $3,148 Avg Close Range
Q1 2019
Shares 10,133 Value ($000) $2,862 Avg Close Range
Q4 2018
Shares 9,828 Value ($000) $2,456 Avg Close Range
Q3 2018
Shares 9,828 Value ($000) $2,857 Avg Close Range
Q2 2018
Shares 9,828 Value ($000) $2,666 Avg Close Range
Q1 2018
Shares 9,828 Value ($000) $2,586 Avg Close Range