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Spdr S&p 500 Etf shares owned by Avaii Wealth Management

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

Historical chart of Avaii 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 Avaii Wealth Management 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 Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $667k 1.2k 573.76
2024-06-30 $632k 1.2k 544.22
2024-03-31 $607k 1.2k 523.07
2023-12-31 $343k 721 475.31
2023-09-30 $308k 721 427.48
2023-06-30 $317k 716 443.28
2023-03-31 $293k 716 409.39
2022-12-31 $274k 716 382.43
2022-09-30 $256k 716 357.54
2022-06-30 $258k 684 377.19
2022-03-31 $309k 684 451.75
2021-12-31 $325k 684 475.15