SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 2,629 Value ($000) $1,793 Avg Close — Range —
Q3 2025
Shares 2,513 Value ($000) $1,674 Avg Close — Range —
Q2 2025
Shares 2,621 Value ($000) $1,619 Avg Close — Range —
Q1 2025
Shares 2,623 Value ($000) $1,467 Avg Close — Range —
Q4 2024
Shares 2,623 Value ($000) $1,537 Avg Close — Range —
Q3 2024
Shares 2,712 Value ($000) $1,556 Avg Close — Range —
Q2 2024
Shares 2,720 Value ($000) $1,480 Avg Close — Range —
Q1 2024
Shares 2,694 Value ($000) $1,409 Avg Close — Range —
Q4 2023
Shares 2,734 Value ($000) $1,299 Avg Close — Range —
Q3 2023
Shares 2,736 Value ($000) $1,170 Avg Close — Range —
Q2 2023
Shares 2,734 Value ($000) $1,212 Avg Close — Range —
Q1 2023
Shares 2,726 Value ($000) $1,116 Avg Close — Range —
Q4 2022
Shares 2,819 Value ($000) $1,078 Avg Close — Range —
Q3 2022
Shares 2,777 Value ($000) $992 Avg Close — Range —
Q2 2022
Shares 2,787 Value ($000) $1,051 Avg Close — Range —
Q1 2022
Shares 2,785 Value ($000) $1,258 Avg Close — Range —
Q4 2021
Shares 2,782 Value ($000) $1,322 Avg Close — Range —
Q3 2021
Shares 2,611 Value ($000) $1,120 Avg Close — Range —
Q2 2021
Shares 2,603 Value ($000) $1,114 Avg Close — Range —
Q1 2021
Shares 2,626 Value ($000) $1,041 Avg Close — Range —
Q4 2020
Shares 2,837 Value ($000) $1,061 Avg Close — Range —