Spdr S&p 500 Etf shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.8M | 10k | 475.30 |
| 2023-09-30 | $7.0M | 16k | 427.48 |
| 2023-06-30 | $6.3M | 14k | 443.29 |
| 2023-03-31 | $4.8M | 12k | 409.37 |
| 2022-12-31 | $4.5M | 12k | 382.43 |
| 2022-09-30 | $4.9M | 14k | 357.16 |
| 2022-06-30 | $5.2M | 14k | 377.04 |
| 2022-03-31 | $6.0M | 13k | 451.66 |
| 2021-12-31 | $6.0M | 13k | 474.93 |
| 2021-09-30 | $3.4M | 8.0k | 429.20 |
| 2021-06-30 | $3.0M | 7.1k | 428.13 |
| 2021-03-31 | $2.7M | 6.9k | 396.33 |
| 2020-12-31 | $2.1M | 5.7k | 373.92 |