SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Martel Wealth Advisors Inc's Holding History (CIK: 0002039437)

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

Q4 2025
Shares 2,390 Value ($000) $1,630 Avg Close Range
Q3 2025
Shares 2,417 Value ($000) $1,610 Avg Close Range
Q2 2025
Shares 2,423 Value ($000) $1,497 Avg Close Range
Q1 2025
Shares 2,121 Value ($000) $1,187 Avg Close Range
Q4 2024
Shares 2,471 Value ($000) $1,448 Avg Close Range
Q3 2024
Shares 2,529 Value ($000) $1,449 Avg Close Range
Q2 2024
Shares 2,615 Value ($000) $1,423 Avg Close Range
Q1 2024
Shares 3,254 Value ($000) $1,702 Avg Close Range
Q4 2023
Shares 5,253 Value ($000) $2,497 Avg Close Range
Q3 2023
Shares 5,532 Value ($000) $2,365 Avg Close Range
Q2 2023
Shares 5,623 Value ($000) $2,493 Avg Close Range
Q1 2023
Shares 5,734 Value ($000) $2,347 Avg Close Range
Q4 2022
Shares 5,792 Value ($000) $2,215 Avg Close Range
Q3 2022
Shares 5,150 Value ($000) $1,840 Avg Close Range
Q2 2022
Shares 5,094 Value ($000) $1,922 Avg Close Range
Q1 2022
Shares 5,241 Value ($000) $2,367 Avg Close Range
Q4 2021
Shares 5,294 Value ($000) $2,515 Avg Close Range
Q3 2021
Shares 5,394 Value ($000) $2,315 Avg Close Range
Q2 2021
Shares 5,527 Value ($000) $2,366 Avg Close Range
Q1 2021
Shares 5,700 Value ($000) $2,259 Avg Close Range
Q4 2020
Shares 5,836 Value ($000) $2,182 Avg Close Range
Q3 2020
Shares 5,290 Value ($000) $1,772 Avg Close Range
Q2 2020
Shares 5,424 Value ($000) $1,673 Avg Close Range
Q1 2020
Shares 5,352 Value ($000) $1,380 Avg Close Range
Q4 2019
Shares 5,464 Value ($000) $1,759 Avg Close Range
Q3 2019
Shares 5,889 Value ($000) $1,748 Avg Close Range
Q2 2019
Shares 5,978 Value ($000) $1,752 Avg Close Range
Q1 2019
Shares 6,104 Value ($000) $1,724 Avg Close Range
Q4 2018
Shares 7,952 Value ($000) $1,987 Avg Close Range
Q3 2018
Shares 8,005 Value ($000) $2,327 Avg Close Range