SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 56,997 Value ($000) $38,867 Avg Close — Range —
Q3 2025
Shares 94,931 Value ($000) $63,241 Avg Close — Range —
Q2 2025
Shares 92,889 Value ($000) $57,391 Avg Close — Range —
Q1 2025
Shares 91,499 Value ($000) $51,183 Avg Close — Range —
Q4 2024
Shares 90,198 Value ($000) $52,863 Avg Close — Range —
Q3 2024
Shares 88,836 Value ($000) $50,970 Avg Close — Range —
Q2 2024
Shares 87,704 Value ($000) $47,730 Avg Close — Range —
Q1 2024
Shares 86,121 Value ($000) $45,047 Avg Close — Range —
Q4 2023
Shares 83,641 Value ($000) $39,755 Avg Close — Range —
Q3 2023
Shares 77,858 Value ($000) $33,283 Avg Close — Range —
Q2 2023
Shares 73,324 Value ($000) $32,503 Avg Close — Range —
Q1 2023
Shares 68,227 Value ($000) $27,932 Avg Close — Range —
Q4 2022
Shares 60,052 Value ($000) $22,966 Avg Close — Range —
Q3 2022
Shares 29,601 Value ($000) $10,573 Avg Close — Range —
Q2 2022
Shares 24,957 Value ($000) $9,415 Avg Close — Range —
Q1 2022
Shares 16,635 Value ($000) $7,513 Avg Close — Range —
Q4 2021
Shares 9,984 Value ($000) $4,742 Avg Close — Range —