Spdr S&p 500 Etf shares owned by Arq Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Arq Wealth Advisors
from 13F filings
Historical chart of Arq Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Arq Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $940k | 2.0k | 475.31 |
| 2023-09-30 | $888k | 2.1k | 427.48 |
| 2023-06-30 | $974k | 2.2k | 443.28 |
| 2023-03-31 | $996k | 2.4k | 409.39 |
| 2022-12-31 | $1.0M | 2.7k | 382.43 |
| 2022-09-30 | $960k | 2.7k | 357.14 |
| 2022-06-30 | $932k | 2.5k | 377.33 |
| 2022-03-31 | $1.1M | 2.4k | 451.48 |
| 2021-12-31 | $983k | 2.1k | 474.88 |
| 2021-09-30 | $760k | 1.8k | 429.38 |
| 2021-06-30 | $582k | 1.4k | 427.94 |
| 2021-03-31 | $541k | 1.4k | 396.05 |
| 2020-12-31 | $279k | 745 | 374.50 |
| 2020-09-30 | $264k | 787 | 335.45 |
| 2020-06-30 | $247k | 802 | 307.98 |