SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 9,684 Value ($000) $6,604 Avg Close — Range —
Q3 2025
Shares 9,454 Value ($000) $6,327 Avg Close — Range —
Q2 2025
Shares 9,776 Value ($000) $6,041 Avg Close — Range —
Q1 2025
Shares 9,690 Value ($000) $5,421 Avg Close — Range —
Q4 2024
Shares 9,086 Value ($000) $5,326 Avg Close — Range —
Q3 2024
Shares 9,140 Value ($000) $5,244 Avg Close — Range —
Q2 2024
Shares 7,482 Value ($000) $4,072 Avg Close — Range —
Q1 2024
Shares 6,274 Value ($000) $3,282 Avg Close — Range —
Q4 2023
Shares 6,234 Value ($000) $2,963 Avg Close — Range —
Q3 2023
Shares 4,565 Value ($000) $1,952 Avg Close — Range —
Q2 2023
Shares 4,828 Value ($000) $2,140 Avg Close — Range —
Q1 2023
Shares 5,301 Value ($000) $2,177 Avg Close — Range —
Q4 2022
Shares 4,937 Value ($000) $1,895 Avg Close — Range —
Q3 2022
Shares 4,901 Value ($000) $1,757 Avg Close — Range —
Q2 2022
Shares 4,946 Value ($000) $1,873 Avg Close — Range —
Q1 2022
Shares 4,893 Value ($000) $2,210 Avg Close — Range —
Q4 2021
Shares 4,905 Value ($000) $2,330 Avg Close — Range —
Q3 2021
Shares 4,775 Value ($000) $2,049 Avg Close — Range —
Q2 2021
Shares 4,894 Value ($000) $2,095 Avg Close — Range —
Q1 2021
Shares 4,847 Value ($000) $1,921 Avg Close — Range —
Q4 2020
Shares 7,841 Value ($000) $2,932 Avg Close — Range —
Q3 2020
Shares 7,592 Value ($000) $2,543 Avg Close — Range —
Q2 2020
Shares 7,721 Value ($000) $2,398 Avg Close — Range —
Q1 2020
Shares 7,719 Value ($000) $1,990 Avg Close — Range —
Q4 2019
Shares 6,702 Value ($000) $2,157 Avg Close — Range —
Q3 2019
Shares 5,005 Value ($000) $1,485 Avg Close — Range —
Q2 2019
Shares 6,309 Value ($000) $1,848 Avg Close — Range —
Q1 2019
Shares 6,040 Value ($000) $1,706 Avg Close — Range —
Q4 2018
Shares 4,478 Value ($000) $1,119 Avg Close — Range —
Q3 2018
Shares 4,566 Value ($000) $1,249 Avg Close — Range —
Q2 2018
Shares 3,932 Value ($000) $1,067 Avg Close — Range —
Q1 2018
Shares 3,519 Value ($000) $926 Avg Close — Range —
Q4 2017
Shares 3,468 Value ($000) $926 Avg Close — Range —
Q3 2017
Shares 3,631 Value ($000) $912 Avg Close — Range —
Q2 2017
Shares 3,708 Value ($000) $897 Avg Close — Range —
Q1 2017
Shares 3,942 Value ($000) $929 Avg Close — Range —
Q4 2016
Shares 2,753 Value ($000) $615 Avg Close — Range —