SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

HTG Investment Advisors, Inc.'s Holding History (CIK: 0001963875)

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

Q4 2025
Shares 1,777 Value ($000) $1,212 Avg Close — Range —
Q3 2025
Shares 1,777 Value ($000) $1,184 Avg Close — Range —
Q2 2025
Shares 1,777 Value ($000) $1,098 Avg Close — Range —
Q1 2025
Shares 1,767 Value ($000) $988 Avg Close — Range —
Q4 2024
Shares 1,748 Value ($000) $1,025 Avg Close — Range —
Q3 2024
Shares 1,748 Value ($000) $1,003 Avg Close — Range —
Q2 2024
Shares 1,802 Value ($000) $981 Avg Close — Range —
Q1 2024
Shares 1,802 Value ($000) $943 Avg Close — Range —
Q4 2023
Shares 1,802 Value ($000) $857 Avg Close — Range —
Q3 2023
Shares 1,802 Value ($000) $770 Avg Close — Range —
Q2 2023
Shares 1,802 Value ($000) $799 Avg Close — Range —
Q1 2023
Shares 1,802 Value ($000) $738 Avg Close — Range —
Q4 2022
Shares 1,693 Value ($000) $648 Avg Close — Range —