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Spdr S&p 500 Etf shares owned by Able Wealth Management

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

Historical chart of Able Wealth Management 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 Able Wealth Management 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 Able Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 3.2k 681.78
2025-09-30 $2.1M 3.1k 666.14
2025-06-30 $1.9M 3.0k 617.78
2025-03-31 $1.6M 2.8k 559.42
2024-12-31 $1.5M 2.6k 586.14
2024-09-30 $1.4M 2.5k 573.76
2024-06-30 $1.3M 2.4k 544.42
2024-03-31 $1.3M 2.5k 523.10
2023-12-31 $1.2M 2.4k 475.22