SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025
Shares 9,570 Value ($000) $6,526 Avg Close Range
Q3 2025
Shares 9,763 Value ($000) $6,504 Avg Close Range
Q2 2025
Shares 9,787 Value ($000) $6,047 Avg Close Range
Q1 2025
Shares 7,005 Value ($000) $3,919 Avg Close Range
Q4 2024
Shares 6,977 Value ($000) $4,089 Avg Close Range
Q3 2024
Shares 6,513 Value ($000) $3,737 Avg Close Range
Q2 2024
Shares 6,514 Value ($000) $3,545 Avg Close Range
Q1 2024
Shares 6,404 Value ($000) $3,350 Avg Close Range
Q4 2023
Shares 6,404 Value ($000) $3,044 Avg Close Range
Q3 2023
Shares 6,333 Value ($000) $2,707 Avg Close Range
Q2 2023
Shares 5,425 Value ($000) $2,405 Avg Close Range
Q1 2023
Shares 5,459 Value ($000) $2,235 Avg Close Range
Q4 2022
Shares 5,099 Value ($000) $1,950 Avg Close Range
Q3 2022
Shares 5,138 Value ($000) $1,835 Avg Close Range
Q2 2022
Shares 5,087 Value ($000) $1,919 Avg Close Range
Q1 2022
Shares 7,356 Value ($000) $3,322 Avg Close Range
Q4 2021
Shares 4,754 Value ($000) $2,257 Avg Close Range
Q3 2021
Shares 884 Value ($000) $379 Avg Close Range
Q2 2021
Shares 824 Value ($000) $352 Avg Close Range
Q1 2021
Shares 824 Value ($000) $326 Avg Close Range
Q4 2020
Shares 912 Value ($000) $341 Avg Close Range
Q3 2020
Shares 1,194 Value ($000) $400 Avg Close Range
Q2 2020
Shares 912 Value ($000) $281 Avg Close Range
Q1 2020
Shares 912 Value ($000) $235 Avg Close Range
Q4 2019
Shares 1,108 Value ($000) $357 Avg Close Range