Spdr S&p 500 Etf shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.0M | 10k | 681.94 |
| 2025-09-30 | $6.8M | 10k | 666.19 |
| 2025-06-30 | $7.1M | 12k | 617.83 |
| 2025-03-31 | $6.3M | 11k | 559.38 |
| 2024-12-31 | $6.6M | 11k | 586.07 |
| 2024-09-30 | $6.4M | 11k | 573.75 |
| 2024-06-30 | $6.1M | 11k | 544.20 |
| 2024-03-31 | $5.9M | 11k | 523.07 |
| 2023-12-31 | $5.8M | 12k | 475.31 |
| 2023-09-30 | $4.9M | 12k | 427.48 |
| 2023-06-30 | $5.2M | 12k | 443.28 |
| 2023-03-31 | $5.1M | 12k | 409.39 |
| 2022-12-31 | $4.6M | 12k | 382.42 |
| 2022-09-30 | $4.2M | 12k | 357.19 |
| 2022-06-30 | $4.2M | 11k | 377.21 |
| 2022-03-31 | $4.8M | 11k | 451.67 |
| 2021-12-31 | $5.0M | 11k | 474.91 |