SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

O'Brien Wealth Partners LLC's Holding History (CIK: 0001689874)

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

Q4 2025
Shares 851 Value ($000) $580 Avg Close — Range —
Q3 2025
Shares 851 Value ($000) $567 Avg Close — Range —
Q2 2025
Shares 862 Value ($000) $533 Avg Close — Range —
Q1 2025
Shares 868 Value ($000) $486 Avg Close — Range —
Q4 2024
Shares 942 Value ($000) $552 Avg Close — Range —
Q3 2024
Shares 1,418 Value ($000) $814 Avg Close — Range —
Q2 2024
Shares 924 Value ($000) $503 Avg Close — Range —
Q1 2024
Shares 1,230 Value ($000) $643 Avg Close — Range —
Q4 2023
Shares 1,230 Value ($000) $585 Avg Close — Range —
Q3 2023
Shares 1,429 Value ($000) $611 Avg Close — Range —
Q2 2023
Shares 1,241 Value ($000) $550 Avg Close — Range —
Q1 2023
Shares 1,241 Value ($000) $508 Avg Close — Range —
Q4 2022
Shares 1,241 Value ($000) $475 Avg Close — Range —
Q3 2022
Shares 797 Value ($000) $285 Avg Close — Range —
Q2 2022
Shares 821 Value ($000) $310 Avg Close — Range —
Q1 2022
Shares 515 Value ($000) $205 Avg Close — Range —
Q4 2021
Shares 515 Value ($000) $232 Avg Close — Range —
Q2 2021
Shares 2,847 Value ($000) $1,240 Avg Close — Range —
Q1 2021
Shares 2,435 Value ($000) $995 Avg Close — Range —
Q4 2020
Shares 2,427 Value ($000) $925 Avg Close — Range —
Q3 2020
Shares 2,572 Value ($000) $884 Avg Close — Range —
Q2 2020
Shares 2,410 Value ($000) $758 Avg Close — Range —
Q1 2020
Shares 2,401 Value ($000) $605 Avg Close — Range —
Q4 2019
Shares 2,991 Value ($000) $968 Avg Close — Range —
Q3 2019
Shares 2,043 Value ($000) $606 Avg Close — Range —
Q2 2019
Shares 2,033 Value ($000) $607 Avg Close — Range —
Q1 2019
Shares 2,025 Value ($000) $572 Avg Close — Range —
Q4 2018
Shares 1,961 Value ($000) $512 Avg Close — Range —
Q3 2018
Shares 2,143 Value ($000) $623 Avg Close — Range —
Q2 2018
Shares 1,943 Value ($000) $527 Avg Close — Range —
Q1 2018
Shares 1,935 Value ($000) $509 Avg Close — Range —
Q4 2017
Shares 1,926 Value ($000) $514 Avg Close — Range —
Q3 2017
Shares 1,917 Value ($000) $482 Avg Close — Range —
Q2 2017
Shares 1,908 Value ($000) $461 Avg Close — Range —
Q1 2017
Shares 1,900 Value ($000) $448 Avg Close — Range —
Q4 2016
Shares 1,889 Value ($000) $422 Avg Close — Range —
Q3 2016
Shares 1,916 Value ($000) $414 Avg Close — Range —
Q2 2016
Shares 1,870 Value ($000) $392 Avg Close — Range —
Q1 2016
Shares 1,960 Value ($000) $403 Avg Close — Range —
Q4 2015
Shares 1,949 Value ($000) $397 Avg Close — Range —