SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Clientfirst Wealth Management, LLC's Holding History (CIK: 0001915494)

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

Q4 2025
Shares 7,950 Value ($000) $5,421 Avg Close Range
Q3 2025
Shares 7,950 Value ($000) $5,296 Avg Close Range
Q2 2025
Shares 7,950 Value ($000) $4,912 Avg Close Range
Q1 2025
Shares 7,950 Value ($000) $4,447 Avg Close Range
Q4 2024
Shares 7,861 Value ($000) $4,607 Avg Close Range
Q3 2023
Shares 7,861 Value ($000) $3,425 Avg Close Range
Q2 2023
Shares 7,861 Value ($000) $3,532 Avg Close Range
Q1 2023
Shares 7,861 Value ($000) $3,208 Avg Close Range
Q4 2022
Shares 7,861 Value ($000) $3,006 Avg Close Range
Q3 2022
Shares 7,861 Value ($000) $3,103 Avg Close Range
Q2 2022
Shares 8,186 Value ($000) $3,088 Avg Close Range
Q1 2022
Shares 7,936 Value ($000) $3,582 Avg Close Range
Q4 2021
Shares 7,936 Value ($000) $3,618 Avg Close Range