Alera Investment Advisors »

Spdr S&p 500 Etf shares owned by Alera Investment Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Alera Investment Advisors from 13F filings

Historical chart of Alera Investment Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 6.8k 523.07
2023-12-31 $6.6M 14k 475.30
2023-09-30 $5.7M 13k 427.47
2023-06-30 $6.4M 15k 443.27
2023-03-31 $6.0M 15k 409.38
2022-12-31 $5.6M 15k 382.42
2022-09-30 $5.2M 15k 357.16
2022-06-30 $5.5M 15k 377.22
2022-03-31 $3.9M 8.6k 451.68
2021-12-31 $4.1M 8.7k 474.99
2021-09-30 $3.8M 8.8k 429.12
2021-06-30 $3.8M 8.8k 427.08
2021-03-31 $3.4M 8.7k 396.27
2020-12-31 $3.3M 8.7k 373.85
2020-09-30 $2.9M 8.7k 334.87
2020-06-30 $2.7M 8.7k 308.39
2020-03-31 $2.2M 8.7k 257.70
2019-12-31 $2.8M 8.7k 321.87
2019-09-30 $2.4M 8.2k 296.72
2019-06-30 $2.4M 8.2k 292.96
2019-03-31 $2.3M 8.1k 282.43
2018-12-31 $3.6M 15k 249.90