SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 5,999 Value ($000) $4,091 Avg Close — Range —
Q3 2025
Shares 6,068 Value ($000) $4,042 Avg Close — Range —
Q2 2025
Shares 5,729 Value ($000) $3,540 Avg Close — Range —
Q1 2025
Shares 5,807 Value ($000) $3,248 Avg Close — Range —
Q4 2024
Shares 5,865 Value ($000) $3,437 Avg Close — Range —
Q3 2024
Shares 6,236 Value ($000) $3,578 Avg Close — Range —
Q2 2024
Shares 6,251 Value ($000) $3,402 Avg Close — Range —
Q1 2024
Shares 6,254 Value ($000) $3,271 Avg Close — Range —
Q4 2023
Shares 6,463 Value ($000) $3,072 Avg Close — Range —
Q3 2023
Shares 6,488 Value ($000) $2,773 Avg Close — Range —
Q2 2023
Shares 6,665 Value ($000) $2,954 Avg Close — Range —
Q1 2023
Shares 6,642 Value ($000) $2,719 Avg Close — Range —
Q4 2022
Shares 6,693 Value ($000) $2,560 Avg Close — Range —
Q3 2022
Shares 6,817 Value ($000) $2,435 Avg Close — Range —
Q2 2022
Shares 6,817 Value ($000) $2,572 Avg Close — Range —
Q1 2022
Shares 6,982 Value ($000) $3,153 Avg Close — Range —
Q4 2021
Shares 7,022 Value ($000) $3,335 Avg Close — Range —
Q3 2021
Shares 7,116 Value ($000) $3,054 Avg Close — Range —
Q2 2021
Shares 7,380 Value ($000) $3,159 Avg Close — Range —
Q1 2021
Shares 7,954 Value ($000) $3,152 Avg Close — Range —
Q4 2020
Shares 7,993 Value ($000) $2,988 Avg Close — Range —
Q3 2020
Shares 8,042 Value ($000) $2,693 Avg Close — Range —
Q2 2020
Shares 8,477 Value ($000) $2,614 Avg Close — Range —
Q1 2020
Shares 9,871 Value ($000) $2,544 Avg Close — Range —
Q4 2019
Shares 8,763 Value ($000) $2,820 Avg Close — Range —
Q3 2019
Shares 9,526 Value ($000) $2,827 Avg Close — Range —
Q2 2019
Shares 9,564 Value ($000) $2,802 Avg Close — Range —
Q1 2019
Shares 9,900 Value ($000) $2,797 Avg Close — Range —
Q4 2018
Shares 10,353 Value ($000) $2,587 Avg Close — Range —
Q3 2018
Shares 10,976 Value ($000) $3,191 Avg Close — Range —
Q2 2018
Shares 11,197 Value ($000) $3,038 Avg Close — Range —
Q1 2018
Shares 11,324 Value ($000) $2,980 Avg Close — Range —
Q4 2017
Shares 11,207 Value ($000) $2,991 Avg Close — Range —
Q3 2017
Shares 11,768 Value ($000) $2,956 Avg Close — Range —
Q2 2017
Shares 11,661 Value ($000) $2,820 Avg Close — Range —
Q1 2017
Shares 12,019 Value ($000) $2,833 Avg Close — Range —
Q4 2016
Shares 12,019 Value ($000) $2,686,607 Avg Close — Range —
Q3 2016
Shares 12,624 Value ($000) $2,710,120 Avg Close — Range —
Q2 2016
Shares 12,645 Value ($000) $2,654,449 Avg Close — Range —
Q1 2016
Shares 12,700 Value ($000) $2,628 Avg Close — Range —