Spdr S&p 500 Etf shares owned by Avid Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Avid Wealth Partners
from 13F filings
Historical chart of Avid Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Avid Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $549k | 805 | 681.92 |
| 2025-09-30 | $505k | 756 | 668.01 |
| 2025-06-30 | $468k | 756 | 619.61 |
| 2025-03-31 | $423k | 756 | 559.39 |
| 2024-12-31 | $443k | 756 | 586.08 |
| 2024-09-30 | $434k | 756 | 573.76 |
| 2024-06-30 | $417k | 766 | 544.22 |
| 2024-03-31 | $490k | 937 | 523.07 |
| 2023-12-31 | $445k | 937 | 475.31 |