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Spdr S&p 500 Etf shares owned by Alteri Wealth

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

Historical chart of Alteri Wealth 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 Alteri Wealth 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 Alteri Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $835M 1.2k 682000.82
2025-09-30 $792M 1.2k 665997.48
2025-06-30 $640M 1.0k 618016.41
2025-03-31 $527M 941 559472.90