SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 45,197 Value ($000) $30,821 Avg Close — Range —
Q3 2025
Shares 44,363 Value ($000) $29,554 Avg Close — Range —
Q2 2025
Shares 20,790 Value ($000) $12,845 Avg Close — Range —
Q1 2025
Shares 19,847 Value ($000) $11,102 Avg Close — Range —
Q4 2024
Shares 35,168 Value ($000) $20,611 Avg Close — Range —
Q3 2024
Shares 36,259 Value ($000) $20,804 Avg Close — Range —
Q2 2024
Shares 21,046 Value ($000) $11,454 Avg Close — Range —
Q1 2024
Shares 21,383 Value ($000) $11,185 Avg Close — Range —
Q4 2023
Shares 21,518 Value ($000) $10,227 Avg Close — Range —
Q3 2023
Shares 7,670 Value ($000) $3,279 Avg Close — Range —
Q2 2023
Shares 9,107 Value ($000) $4,037 Avg Close — Range —
Q1 2023
Shares 9,451 Value ($000) $3,869 Avg Close — Range —
Q4 2022
Shares 9,489 Value ($000) $3,629 Avg Close — Range —
Q3 2022
Shares 12,305 Value ($000) $4,395 Avg Close — Range —
Q2 2022
Shares 11,947 Value ($000) $4,507 Avg Close — Range —
Q1 2022
Shares 12,578 Value ($000) $5,681 Avg Close — Range —
Q4 2021
Shares 11,508 Value ($000) $5,466 Avg Close — Range —