Spdr S&p 500 Etf shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors 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 Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 36k | 475.32 |
| 2023-09-30 | $12M | 29k | 427.48 |
| 2023-06-30 | $17M | 39k | 443.29 |
| 2023-03-31 | $25B | 60k | 409387.85 |
| 2022-12-31 | $23B | 59k | 382428.13 |
| 2022-09-30 | $14M | 40k | 357.18 |
| 2022-06-30 | $14M | 37k | 377.45 |
| 2022-03-31 | $25M | 55k | 451.63 |
| 2021-12-31 | $26M | 54k | 475.10 |
| 2021-09-30 | $20M | 46k | 429.19 |
| 2021-06-30 | $13M | 40k | 319.40 |
| 2021-03-31 | $6.1M | 15k | 396.42 |
| 2020-12-31 | $9.7M | 26k | 372.79 |
| 2020-09-30 | $10M | 31k | 334.65 |
| 2020-06-30 | $12M | 39k | 308.35 |
| 2020-03-31 | $23M | 89k | 257.72 |
| 2019-12-31 | $33M | 102k | 321.83 |
| 2019-09-30 | $23M | 78k | 296.76 |
| 2019-06-30 | $27M | 93k | 293.01 |
| 2019-03-31 | $24M | 86k | 282.49 |
| 2018-12-31 | $5.3M | 21k | 249.90 |
| 2018-09-30 | $2.6M | 9.0k | 290.68 |
| 2018-06-30 | $21M | 77k | 271.28 |
| 2018-03-31 | $21M | 81k | 263.15 |
| 2017-12-31 | $22M | 81k | 266.86 |
| 2017-09-30 | $1.3M | 5.2k | 251.20 |
| 2017-06-30 | $1.4M | 6.0k | 241.82 |
| 2017-03-31 | $789k | 3.3k | 235.73 |
| 2016-12-31 | $1.7M | 7.4k | 223.56 |
| 2016-09-30 | $2.6M | 12k | 216.32 |
| 2016-06-30 | $2.4M | 12k | 209.48 |
| 2016-03-31 | $4.4M | 21k | 205.51 |
| 2015-12-31 | $3.5M | 17k | 203.88 |
| 2015-09-30 | $2.9M | 15k | 191.63 |
| 2015-06-30 | $3.4M | 17k | 205.86 |
| 2015-03-31 | $4.7M | 23k | 206.41 |
| 2014-12-31 | $1.5M | 7.5k | 205.60 |
| 2014-09-30 | $3.1M | 16k | 197.03 |
| 2014-06-30 | $963k | 4.9k | 195.69 |
| 2014-03-31 | $825k | 4.4k | 186.99 |
| 2013-12-31 | $798k | 4.3k | 184.68 |