Spdr S&p 500 Etf shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management 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 Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 31k | 666.18 |
| 2025-06-30 | $20M | 32k | 617.86 |
| 2025-03-31 | $18M | 33k | 559.38 |
| 2024-12-31 | $19M | 33k | 586.07 |
| 2024-09-30 | $19M | 33k | 573.76 |
| 2024-06-30 | $19M | 35k | 544.23 |
| 2024-03-31 | $20M | 37k | 523.07 |
| 2023-12-31 | $18M | 37k | 475.32 |
| 2023-09-30 | $18M | 41k | 427.48 |
| 2023-06-30 | $18M | 40k | 443.28 |
| 2023-03-31 | $16M | 38k | 409.39 |
| 2022-12-31 | $14M | 37k | 382.43 |
| 2022-09-30 | $18M | 50k | 357.19 |
| 2022-06-30 | $18M | 47k | 377.24 |
| 2022-03-31 | $22M | 48k | 451.63 |
| 2021-12-31 | $25M | 53k | 474.97 |
| 2021-09-30 | $23M | 53k | 429.13 |
| 2021-06-30 | $23M | 55k | 428.06 |
| 2020-12-31 | $19M | 52k | 373.88 |
| 2020-09-30 | $15M | 44k | 334.88 |
| 2020-06-30 | $8.3M | 27k | 308.37 |
| 2020-03-31 | $3.8M | 15k | 257.78 |
| 2019-12-31 | $19M | 59k | 321.86 |