Spdr S&p 500 Etf shares owned by Allegiance Financial Group Advisory Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Allegiance Financial Group Advisory Services
from 13F filings
Historical chart of Allegiance Financial Group Advisory Services investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Allegiance Financial Group Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Allegiance Financial Group Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.6k | 668.06 |
| 2025-06-30 | $2.1M | 3.5k | 619.65 |
| 2025-03-31 | $2.6M | 4.6k | 559.43 |
| 2024-12-31 | $2.8M | 4.7k | 586.03 |
| 2024-09-30 | $2.3M | 3.9k | 573.81 |
| 2024-06-30 | $2.1M | 3.9k | 544.18 |
| 2024-03-31 | $2.1M | 3.9k | 523.10 |
| 2023-12-31 | $1.9M | 3.9k | 475.37 |
| 2023-09-30 | $1.7M | 3.9k | 427.45 |
| 2023-06-30 | $1.7M | 3.9k | 443.33 |
| 2023-03-31 | $1.6M | 4.0k | 409.39 |
| 2022-12-31 | $1.5M | 4.0k | 382.46 |
More positions owned by Allegiance Financial Group Advisory Services
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