SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 4,151 Value ($000) $2,831 Avg Close — Range —
Q3 2025
Shares 4,278 Value ($000) $2,850 Avg Close — Range —
Q2 2025
Shares 4,433 Value ($000) $2,739 Avg Close — Range —
Q1 2025
Shares 4,151 Value ($000) $2,322 Avg Close — Range —
Q4 2024
Shares 3,980 Value ($000) $2,333 Avg Close — Range —
Q3 2024
Shares 4,472 Value ($000) $2,566 Avg Close — Range —
Q2 2024
Shares 4,116 Value ($000) $2,240 Avg Close — Range —
Q1 2024
Shares 4,057 Value ($000) $2,122 Avg Close — Range —
Q4 2023
Shares 4,007 Value ($000) $1,905 Avg Close — Range —
Q3 2023
Shares 1,815 Value ($000) $776 Avg Close — Range —
Q2 2023
Shares 942 Value ($000) $418 Avg Close — Range —
Q1 2023
Shares 862 Value ($000) $353 Avg Close — Range —
Q4 2022
Shares 870 Value ($000) $333 Avg Close — Range —
Q3 2022
Shares 745 Value ($000) $266 Avg Close — Range —
Q2 2022
Shares 795 Value ($000) $300 Avg Close — Range —
Q1 2022
Shares 707 Value ($000) $321 Avg Close — Range —