SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Laurel Wealth Planning LLC's Holding History (CIK: 0001842010)

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

Q4 2025
Shares 1,812 Value ($000) $1,235 Avg Close Range
Q3 2025
Shares 1,799 Value ($000) $1,199 Avg Close Range
Q2 2025
Shares 1,816 Value ($000) $1,122 Avg Close Range
Q1 2025
Shares 1,933 Value ($000) $1,081 Avg Close Range
Q4 2024
Shares 2,113 Value ($000) $1 Avg Close Range
Q3 2024
Shares 1,637 Value ($000) $1 Avg Close Range
Q2 2024
Shares 1,895 Value ($000) $1 Avg Close Range
Q1 2024
Shares 2,699 Value ($000) $1 Avg Close Range
Q4 2023
Shares 2,891 Value ($000) $1 Avg Close Range
Q3 2023
Shares 5,579 Value ($000) $2 Avg Close Range
Q2 2023
Shares 5,794 Value ($000) $3 Avg Close Range
Q1 2023
Shares 7,322 Value ($000) $3 Avg Close Range
Q4 2022
Shares 8,927 Value ($000) $3,414 Avg Close Range
Q3 2022
Shares 531 Value ($000) $190 Avg Close Range
Q2 2022
Shares 531 Value ($000) $200 Avg Close Range
Q1 2022
Shares 627 Value ($000) $283 Avg Close Range
Q4 2021
Shares 627 Value ($000) $298 Avg Close Range
Q3 2021
Shares 627 Value ($000) $269 Avg Close Range
Q2 2021
Shares 985 Value ($000) $422 Avg Close Range
Q1 2021
Shares 147 Value ($000) $58 Avg Close Range
Q4 2020
Shares 147 Value ($000) $55 Avg Close Range