Spdr S&p 500 Etf shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial 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 Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Level Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $267k | 511 | 523.07 |
2023-12-31 | $243k | 511 | 475.31 |
2023-09-30 | $218k | 511 | 427.48 |
2023-06-30 | $231k | 522 | 443.28 |
2023-03-31 | $214k | 522 | 409.39 |
2022-12-31 | $200k | 522 | 383.14 |
2022-09-30 | $186k | 522 | 356.32 |
2022-06-30 | $201k | 532 | 377.82 |
2022-03-31 | $269k | 596 | 451.34 |
2021-12-31 | $283k | 596 | 474.83 |