Spdr S&p 500 Etf shares owned by Atlas Private Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Atlas Private Wealth Advisors
from 13F filings
Historical chart of Atlas Private Wealth Advisors investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Atlas Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Atlas Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 30k | 666.18 |
| 2025-06-30 | $37M | 61k | 618.08 |
| 2025-03-31 | $36M | 63k | 559.48 |
| 2024-12-31 | $19M | 32k | 586.13 |
| 2024-09-30 | $19M | 32k | 573.82 |
| 2024-06-30 | $13M | 24k | 544.27 |
| 2024-03-31 | $7.0M | 13k | 523.26 |
| 2023-12-31 | $50M | 106k | 475.47 |
| 2023-09-30 | $35M | 82k | 427.66 |
| 2023-06-30 | $36M | 81k | 443.43 |
| 2023-03-31 | $16M | 39k | 409.39 |
| 2022-12-31 | $13M | 33k | 382.43 |
| 2022-09-30 | $10M | 29k | 357.18 |
| 2022-06-30 | $9.9M | 26k | 377.24 |
| 2022-03-31 | $11M | 24k | 474.96 |
| 2021-12-31 | $11M | 24k | 474.96 |
| 2021-09-30 | $13M | 31k | 429.13 |
| 2021-06-30 | $13M | 31k | 428.04 |
| 2021-03-31 | $11M | 28k | 396.33 |
| 2020-12-31 | $6.6M | 18k | 373.86 |
| 2020-09-30 | $4.8M | 14k | 334.87 |
| 2020-06-30 | $3.8M | 12k | 308.34 |
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