SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Westwood Wealth Management's Holding History (CIK: 0001861125)

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

Q4 2025
Shares 3,617 Value ($000) $2,466 Avg Close — Range —
Q3 2025
Shares 2,186 Value ($000) $1,456 Avg Close — Range —
Q2 2025
Shares 2,186 Value ($000) $1,351 Avg Close — Range —
Q1 2025
Shares 2,191 Value ($000) $1,226 Avg Close — Range —
Q4 2024
Shares 2,276 Value ($000) $1,334 Avg Close — Range —
Q3 2024
Shares 2,251 Value ($000) $1,292 Avg Close — Range —
Q2 2024
Shares 2,251 Value ($000) $1,225 Avg Close — Range —
Q1 2024
Shares 2,251 Value ($000) $1,177 Avg Close — Range —
Q4 2023
Shares 2,606 Value ($000) $1,239 Avg Close — Range —
Q3 2023
Shares 2,656 Value ($000) $1,135 Avg Close — Range —
Q2 2023
Shares 2,731 Value ($000) $1,211 Avg Close — Range —
Q1 2023
Shares 2,731 Value ($000) $1,118 Avg Close — Range —
Q4 2022
Shares 2,819 Value ($000) $1,078 Avg Close — Range —
Q3 2022
Shares 2,719 Value ($000) $971 Avg Close — Range —
Q2 2022
Shares 2,744 Value ($000) $1,035 Avg Close — Range —
Q1 2022
Shares 3,086 Value ($000) $1,394 Avg Close — Range —