SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Laidlaw Wealth Management LLC's Holding History (CIK: 0001800608)

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

Q3 2025
Shares 778 Value ($000) $518 Avg Close — Range —
Q2 2025
Shares 780 Value ($000) $482 Avg Close — Range —
Q4 2023
Shares 1,400 Value ($000) $666 Avg Close — Range —
Q3 2023
Shares 1,187 Value ($000) $507 Avg Close — Range —
Q2 2023
Shares 9,852 Value ($000) $4,367 Avg Close — Range —
Q1 2023
Shares 8,462 Value ($000) $3,464 Avg Close — Range —
Q4 2022
Shares 9,206 Value ($000) $3,521 Avg Close — Range —
Q3 2022
Shares 8,481 Value ($000) $3,029 Avg Close — Range —
Q2 2022
Shares 8,867 Value ($000) $3,345 Avg Close — Range —
Q1 2022
Shares 6,219 Value ($000) $2,809 Avg Close — Range —
Q4 2021
Shares 7,531 Value ($000) $3,577 Avg Close — Range —
Q3 2021
Shares 7,201 Value ($000) $3,090 Avg Close — Range —
Q3 2020
Shares 1,688 Value ($000) $565 Avg Close — Range —
Q4 2019
Shares 1,340 Value ($000) $431 Avg Close — Range —