Spdr S&p 500 Etf shares owned by Geometric Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Geometric Wealth Advisors
from 13F filings
Historical chart of Geometric Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Geometric Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 4.8k | 523.07 |
| 2023-12-31 | $2.3M | 4.8k | 475.31 |
| 2023-09-30 | $2.1M | 4.9k | 427.48 |
| 2023-06-30 | $2.2M | 4.9k | 449.28 |
| 2023-03-31 | $1.9M | 4.7k | 412.41 |
| 2022-12-31 | $1.8M | 4.7k | 382.43 |
| 2022-09-30 | $976k | 2.7k | 357.25 |
| 2022-06-30 | $1.0M | 2.7k | 377.38 |
| 2022-03-31 | $1.2M | 2.7k | 451.65 |
| 2021-12-31 | $773k | 1.6k | 474.82 |