SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Benchmark Financial Wealth Advisors, LLC's Holding History (CIK: 0001757706)

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

Q4 2025
Shares 46,398 Value ($000) $31,640 Avg Close Range
Q3 2025
Shares 48,530 Value ($000) $32,330 Avg Close Range
Q2 2025
Shares 53,228 Value ($000) $32,887 Avg Close Range
Q1 2025
Shares 58,563 Value ($000) $32,759 Avg Close Range
Q4 2024
Shares 77,743 Value ($000) $45,563 Avg Close Range
Q3 2024
Shares 71,088 Value ($000) $40,787 Avg Close Range
Q2 2024
Shares 64,031 Value ($000) $34,847 Avg Close Range
Q1 2024
Shares 60,351 Value ($000) $31,568 Avg Close Range
Q4 2023
Shares 57,848 Value ($000) $27,496 Avg Close Range
Q3 2023
Shares 52,716 Value ($000) $22,535 Avg Close Range
Q2 2023
Shares 49,040 Value ($000) $21,739 Avg Close Range
Q1 2023
Shares 35,893 Value ($000) $14,694 Avg Close Range
Q4 2022
Shares 27,317 Value ($000) $10,447 Avg Close Range
Q3 2022
Shares 18,599 Value ($000) $6,643 Avg Close Range
Q2 2022
Shares 10,751 Value ($000) $4,056 Avg Close Range
Q1 2022
Shares 12,668 Value ($000) $5,721 Avg Close Range
Q4 2021
Shares 6,820 Value ($000) $3,239 Avg Close Range
Q3 2021
Shares 5,547 Value ($000) $2,380 Avg Close Range
Q2 2021
Shares 4,126 Value ($000) $1,766 Avg Close Range
Q1 2021
Shares 2,536 Value ($000) $1,005 Avg Close Range
Q4 2020
Shares 2,991 Value ($000) $1,118 Avg Close Range
Q3 2020
Shares 2,571 Value ($000) $861 Avg Close Range
Q2 2020
Shares 2,412 Value ($000) $744 Avg Close Range
Q1 2020
Shares 2,203 Value ($000) $568 Avg Close Range
Q4 2019
Shares 2,194 Value ($000) $706 Avg Close Range
Q3 2019
Shares 2,187 Value ($000) $649 Avg Close Range
Q2 2019
Shares 2,081 Value ($000) $610 Avg Close Range
Q1 2019
Shares 2,075 Value ($000) $586 Avg Close Range
Q4 2018
Shares 2,067 Value ($000) $517 Avg Close Range