SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

MinichMacGregor Wealth Management, LLC's Holding History (CIK: 0001744318)

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

Q4 2025
Shares 10,088 Value ($000) $6,880 Avg Close — Range —
Q3 2025
Shares 12,688 Value ($000) $8,452 Avg Close — Range —
Q2 2025
Shares 17,039 Value ($000) $10,527 Avg Close — Range —
Q1 2025
Shares 21,893 Value ($000) $12,247 Avg Close — Range —
Q4 2024
Shares 23,402 Value ($000) $13,715 Avg Close — Range —
Q3 2024
Shares 19,208 Value ($000) $11,021 Avg Close — Range —
Q2 2024
Shares 19,278 Value ($000) $10,491 Avg Close — Range —
Q1 2024
Shares 19,422 Value ($000) $10,141 Avg Close — Range —
Q4 2023
Shares 19,943 Value ($000) $9,479 Avg Close — Range —
Q3 2023
Shares 12,147 Value ($000) $5,193 Avg Close — Range —
Q2 2023
Shares 11,426 Value ($000) $5,065 Avg Close — Range —
Q1 2023
Shares 11,087 Value ($000) $4,539 Avg Close — Range —
Q4 2022
Shares 15,589 Value ($000) $5,962 Avg Close — Range —
Q3 2022
Shares 14,492 Value ($000) $5,176 Avg Close — Range —
Q2 2022
Shares 11,571 Value ($000) $4,365 Avg Close — Range —
Q1 2022
Shares 1,439 Value ($000) $649 Avg Close — Range —
Q4 2021
Shares 1,402 Value ($000) $666 Avg Close — Range —
Q3 2021
Shares 743 Value ($000) $319 Avg Close — Range —
Q2 2021
Shares 758 Value ($000) $324 Avg Close — Range —
Q1 2021
Shares 761 Value ($000) $302 Avg Close — Range —
Q4 2020
Shares 1,388 Value ($000) $519 Avg Close — Range —
Q3 2020
Shares 1,226 Value ($000) $410 Avg Close — Range —
Q2 2020
Shares 1,064 Value ($000) $328 Avg Close — Range —
Q4 2019
Shares 1,206 Value ($000) $388 Avg Close — Range —
Q3 2019
Shares 1,706 Value ($000) $506 Avg Close — Range —
Q2 2019
Shares 880 Value ($000) $260 Avg Close — Range —
Q1 2019
Shares 880 Value ($000) $251 Avg Close — Range —
Q4 2018
Shares 6,988 Value ($000) $1,756 Avg Close — Range —
Q3 2018
Shares 552 Value ($000) $161 Avg Close — Range —
Q2 2018
Shares 555 Value ($000) $151 Avg Close — Range —
Q1 2018
Shares 720 Value ($000) $189 Avg Close — Range —
Q4 2017
Shares 471 Value ($000) $125 Avg Close — Range —
Q3 2017
Shares 493 Value ($000) $124 Avg Close — Range —
Q2 2017
Shares 653 Value ($000) $158 Avg Close — Range —
Q1 2017
Shares 506 Value ($000) $119 Avg Close — Range —
Q4 2016
Shares 506 Value ($000) $113 Avg Close — Range —
Q3 2016
Shares 526 Value ($000) $113 Avg Close — Range —
Q2 2016
Shares 526 Value ($000) $110 Avg Close — Range —
Q1 2016
Shares 526 Value ($000) $108 Avg Close — Range —
Q4 2015
Shares 500 Value ($000) $105 Avg Close — Range —