SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Leverty Financial Group, LLC's Holding History (CIK: 0001908386)

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

Q4 2025
Shares 8,910 Value ($000) $6,076 Avg Close — Range —
Q3 2025
Shares 8,942 Value ($000) $5,957 Avg Close — Range —
Q2 2025
Shares 9,127 Value ($000) $5,639 Avg Close — Range —
Q1 2025
Shares 11,187 Value ($000) $6,258 Avg Close — Range —
Q4 2024
Shares 11,047 Value ($000) $6,474 Avg Close — Range —
Q3 2024
Shares 10,947 Value ($000) $6,281 Avg Close — Range —
Q2 2024
Shares 8,837 Value ($000) $4,809 Avg Close — Range —
Q1 2024
Shares 9,104 Value ($000) $4,762 Avg Close — Range —
Q4 2023
Shares 9,226 Value ($000) $4,385 Avg Close — Range —
Q3 2023
Shares 9,923 Value ($000) $4,242 Avg Close — Range —
Q2 2023
Shares 10,283 Value ($000) $4,558 Avg Close — Range —
Q1 2023
Shares 10,440 Value ($000) $4,274 Avg Close — Range —
Q4 2022
Shares 10,341 Value ($000) $3,955 Avg Close — Range —
Q3 2022
Shares 10,644 Value ($000) $3,801 Avg Close — Range —
Q2 2022
Shares 11,014 Value ($000) $4,155 Avg Close — Range —
Q1 2022
Shares 2,992 Value ($000) $1,351 Avg Close — Range —
Q4 2021
Shares 583 Value ($000) $276 Avg Close — Range —