SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 3,142 Value ($000) $2,175 Avg Close — Range —
Q3 2025
Shares 3,570 Value ($000) $2,389 Avg Close — Range —
Q2 2025
Shares 3,578 Value ($000) $2,233 Avg Close — Range —
Q1 2025
Shares 3,623 Value ($000) $1,935 Avg Close — Range —
Q4 2024
Shares 3,669 Value ($000) $2,136 Avg Close — Range —
Q3 2024
Shares 3,714 Value ($000) $2,129 Avg Close — Range —
Q2 2024
Shares 3,765 Value ($000) $2,093 Avg Close — Range —
Q1 2024
Shares 3,843 Value ($000) $1,976 Avg Close — Range —
Q4 2023
Shares 3,879 Value ($000) $1,813 Avg Close — Range —
Q3 2023
Shares 3,391 Value ($000) $1,440 Avg Close — Range —
Q2 2023
Shares 5,353 Value ($000) $2,353 Avg Close — Range —
Q4 2022
Shares 6,159 Value ($000) $2,438 Avg Close — Range —
Q3 2022
Shares 5,364 Value ($000) $1,916 Avg Close — Range —
Q2 2022
Shares 5,684 Value ($000) $2,144 Avg Close — Range —
Q1 2022
Shares 3,484 Value ($000) $1,573 Avg Close — Range —
Q4 2021
Shares 1,838 Value ($000) $873 Avg Close — Range —
Q3 2021
Shares 342 Value ($000) $147 Avg Close — Range —
Q2 2021
Shares 124 Value ($000) $53 Avg Close — Range —
Q1 2021
Shares 124 Value ($000) $49 Avg Close — Range —
Q4 2020
Shares 198 Value ($000) $74 Avg Close — Range —
Q3 2020
Shares 41 Value ($000) $14 Avg Close — Range —