Spdr S&p 500 Etf shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 5.9k | 523.07 |
| 2023-12-31 | $2.6M | 5.6k | 475.31 |
| 2023-09-30 | $1.9M | 4.4k | 427.48 |
| 2022-06-30 | $502k | 1.3k | 377.44 |
| 2022-03-31 | $531k | 1.2k | 451.91 |
| 2021-12-31 | $549k | 1.2k | 474.91 |
| 2021-09-30 | $920k | 2.1k | 429.20 |
| 2021-06-30 | $409k | 956 | 427.82 |
| 2021-03-31 | $379k | 955 | 396.86 |
| 2020-12-31 | $357k | 954 | 374.21 |