Allegiance Financial Group Advisory Services »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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