SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Roger Wittlin Investment Advisory, LLC's Holding History (CIK: 0001911328)

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

Q4 2025
Shares 12,821 Value ($000) $8,743 Avg Close — Range —
Q3 2025
Shares 14,637 Value ($000) $9,751 Avg Close — Range —
Q2 2025
Shares 17,176 Value ($000) $10,612 Avg Close — Range —
Q1 2025
Shares 18,434 Value ($000) $10,312 Avg Close — Range —
Q4 2024
Shares 19,426 Value ($000) $11,385 Avg Close — Range —
Q3 2024
Shares 15,672 Value ($000) $8,992 Avg Close — Range —
Q2 2024
Shares 12,213 Value ($000) $6,647 Avg Close — Range —
Q1 2024
Shares 5,301 Value ($000) $2,773 Avg Close — Range —
Q4 2023
Shares 5,279 Value ($000) $2,510 Avg Close — Range —
Q3 2023
Shares 5,260 Value ($000) $2,249 Avg Close — Range —
Q2 2023
Shares 5,146 Value ($000) $2,281 Avg Close — Range —
Q1 2023
Shares 4,207 Value ($000) $1,722 Avg Close — Range —
Q4 2022
Shares 1,854 Value ($000) $709 Avg Close — Range —
Q3 2022
Shares 1,841 Value ($000) $657 Avg Close — Range —
Q2 2022
Shares 3,030 Value ($000) $1,143 Avg Close — Range —