Spdr S&p 500 Etf shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $7.6M | 15k | 523.07 |
2023-12-31 | $4.8M | 10k | 475.33 |
2023-09-30 | $4.5M | 10k | 427.47 |
2023-06-30 | $4.3M | 9.7k | 443.29 |
2023-03-31 | $3.8M | 9.3k | 409.38 |
2022-12-31 | $2.5M | 6.4k | 382.41 |
2022-09-30 | $2.2M | 6.1k | 357.23 |
2022-06-30 | $2.1M | 5.7k | 377.33 |
2022-03-31 | $2.4M | 5.4k | 451.66 |
2021-12-31 | $2.3M | 4.8k | 475.00 |
2021-09-30 | $2.0M | 4.7k | 429.09 |
2021-06-30 | $679k | 1.6k | 428.39 |
2021-03-31 | $566k | 1.4k | 396.08 |
2020-12-31 | $489k | 1.3k | 374.14 |
2020-09-30 | $412k | 1.2k | 334.69 |
2020-06-30 | $372k | 1.2k | 308.46 |
2020-03-31 | $290k | 1.1k | 257.55 |
2019-12-31 | $402k | 1.2k | 322.12 |
2019-09-30 | $341k | 1.1k | 297.04 |
2019-06-30 | $336k | 1.1k | 292.68 |
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