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Spdr S&p 500 Etf shares owned by River Wealth Advisors

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

Historical chart of River Wealth 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 River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 3.3k 427.49
2023-06-30 $1.5M 3.4k 443.27
2023-03-31 $1.3M 3.1k 409.36
2022-12-31 $1.3M 3.3k 382.40
2022-09-30 $1.3M 3.5k 357.24
2022-06-30 $1.3M 3.6k 377.21
2022-03-31 $1.5M 3.3k 451.83
2021-12-31 $1.6M 3.3k 475.02
2021-09-30 $1.6M 3.7k 429.19
2021-06-30 $1.6M 3.7k 428.11
2021-03-31 $1.5M 3.7k 396.23
2020-12-31 $1.4M 3.8k 373.80
2020-09-30 $1.4M 4.2k 335.02
2020-06-30 $968k 3.1k 308.28
2020-03-31 $829k 3.2k 257.85
2019-12-31 $840k 2.6k 321.84
2019-09-30 $765k 2.6k 296.63
2019-06-30 $787k 2.7k 292.89
2019-03-31 $894k 3.2k 282.55
2018-12-31 $901k 3.6k 249.93
2018-09-30 $1.2M 4.1k 290.63
2018-06-30 $1.3M 4.9k 271.31
2018-03-31 $2.1M 7.8k 263.17
2017-12-31 $884k 3.3k 266.75
2017-09-30 $807k 3.2k 251.40
2017-06-30 $801k 3.3k 241.77
2017-03-31 $804k 3.4k 235.78
2016-12-31 $735k 3.3k 223.47
2016-09-30 $535k 2.5k 216.16
2016-06-30 $369k 1.8k 209.78
2016-03-31 $281k 1.4k 205.86
2015-12-31 $327k 1.6k 203.61
2015-09-30 $243k 1.3k 191.64