SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 66,871 Value ($000) $45,601 Avg Close — Range —
Q3 2025
Shares 69,715 Value ($000) $46,443 Avg Close — Range —
Q2 2025
Shares 70,703 Value ($000) $43,684 Avg Close — Range —
Q1 2025
Shares 73,497 Value ($000) $41,113 Avg Close — Range —
Q4 2024
Shares 74,486 Value ($000) $43,655 Avg Close — Range —
Q3 2024
Shares 76,965 Value ($000) $44,160 Avg Close — Range —
Q2 2024
Shares 77,701 Value ($000) $42,286 Avg Close — Range —
Q1 2024
Shares 78,407 Value ($000) $41,012 Avg Close — Range —
Q4 2023
Shares 78,824 Value ($000) $37,466 Avg Close — Range —
Q3 2023
Shares 78,991 Value ($000) $33,767 Avg Close — Range —
Q2 2023
Shares 79,235 Value ($000) $35,123 Avg Close — Range —
Q1 2023
Shares 79,752 Value ($000) $32,650 Avg Close — Range —
Q4 2022
Shares 79,986 Value ($000) $30,589 Avg Close — Range —
Q3 2022
Shares 80,851 Value ($000) $28,878 Avg Close — Range —
Q2 2022
Shares 81,241 Value ($000) $30,648 Avg Close — Range —
Q1 2022
Shares 82,475 Value ($000) $37,249 Avg Close — Range —
Q4 2021
Shares 84,861 Value ($000) $40,306 Avg Close — Range —
Q3 2021
Shares 86,650 Value ($000) $37,185 Avg Close — Range —
Q2 2021
Shares 86,918 Value ($000) $37,206 Avg Close — Range —
Q1 2021
Shares 87,164 Value ($000) $34,546 Avg Close — Range —
Q4 2020
Shares 91,044 Value ($000) $34,040 Avg Close — Range —
Q3 2020
Shares 98,231 Value ($000) $32,897 Avg Close — Range —
Q2 2020
Shares 101,441 Value ($000) $31,280 Avg Close — Range —
Q1 2020
Shares 104,397 Value ($000) $26,908 Avg Close — Range —
Q4 2019
Shares 108,767 Value ($000) $35,008 Avg Close — Range —
Q3 2019
Shares 110,699 Value ($000) $32,852 Avg Close — Range —
Q2 2019
Shares 111,594 Value ($000) $32,697 Avg Close — Range —
Q1 2019
Shares 127,361 Value ($000) $35,977 Avg Close — Range —
Q4 2018
Shares 139,981 Value ($000) $34,984 Avg Close — Range —
Q3 2018
Shares 136,331 Value ($000) $39,634 Avg Close — Range —
Q2 2018
Shares 89,587 Value ($000) $24,303 Avg Close — Range —
Q1 2018
Shares 92,027 Value ($000) $24,217 Avg Close — Range —
Q4 2017
Shares 93,256 Value ($000) $24,886 Avg Close — Range —