SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 7,112 Value ($000) $4,850 Avg Close — Range —
Q3 2025
Shares 7,056 Value ($000) $4,701 Avg Close — Range —
Q2 2025
Shares 7,140 Value ($000) $4,411 Avg Close — Range —
Q1 2025
Shares 6,912 Value ($000) $3,866 Avg Close — Range —
Q4 2024
Shares 6,418 Value ($000) $3,761 Avg Close — Range —
Q3 2024
Shares 6,322 Value ($000) $3,627 Avg Close — Range —
Q2 2024
Shares 6,312 Value ($000) $3,435 Avg Close — Range —
Q1 2024
Shares 6,211 Value ($000) $3,249 Avg Close — Range —
Q4 2023
Shares 6,137 Value ($000) $2,917 Avg Close — Range —
Q3 2023
Shares 6,144 Value ($000) $2,627 Avg Close — Range —
Q2 2023
Shares 6,143 Value ($000) $2,723 Avg Close — Range —
Q1 2023
Shares 5,996 Value ($000) $2,455 Avg Close — Range —
Q4 2022
Shares 5,993 Value ($000) $2,292 Avg Close — Range —
Q3 2022
Shares 5,920 Value ($000) $2,115 Avg Close — Range —
Q2 2022
Shares 5,916 Value ($000) $2,232 Avg Close — Range —
Q1 2022
Shares 5,903 Value ($000) $2,666 Avg Close — Range —
Q4 2021
Shares 5,877 Value ($000) $2,791 Avg Close — Range —
Q3 2021
Shares 5,877 Value ($000) $2,522 Avg Close — Range —
Q2 2021
Shares 5,877 Value ($000) $2,516 Avg Close — Range —
Q1 2021
Shares 2,390,600 Value ($000) $6 Avg Close — Range —
Q4 2020
Shares 7,069 Value ($000) $2,643 Avg Close — Range —
Q3 2020
Shares 7,069 Value ($000) $2,367 Avg Close — Range —
Q2 2020
Shares 7,069 Value ($000) $2,180 Avg Close — Range —
Q1 2020
Shares 7,068 Value ($000) $1,822 Avg Close — Range —
Q4 2019
Shares 1,378 Value ($000) $444 Avg Close — Range —