Spdr S&p 500 Etf shares owned by Avondale Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Avondale Wealth Management
from 13F filings
Historical chart of Avondale Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Avondale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $494k | 742 | 665.88 |
| 2025-06-30 | $458k | 742 | 617.58 |
| 2025-03-31 | $415k | 742 | 559.14 |
| 2024-12-31 | $435k | 742 | 585.82 |
| 2024-09-30 | $426k | 742 | 573.51 |
| 2024-06-30 | $404k | 742 | 543.98 |
| 2024-03-31 | $388k | 742 | 522.84 |
| 2023-12-31 | $353k | 742 | 475.10 |
| 2023-09-30 | $317k | 742 | 427.29 |
| 2023-06-30 | $260k | 588 | 442.91 |
| 2023-03-31 | $123k | 300 | 409.39 |
| 2022-12-31 | $115k | 300 | 382.43 |
| 2022-09-30 | $107k | 300 | 356.67 |
| 2022-06-30 | $113k | 300 | 376.67 |
| 2022-03-31 | $248k | 550 | 450.91 |
| 2021-12-31 | $142k | 300 | 473.33 |
| 2021-09-30 | $129k | 300 | 430.00 |
| 2021-06-30 | $128k | 300 | 426.67 |
| 2021-03-31 | $119k | 300 | 396.67 |
| 2020-12-31 | $112k | 300 | 373.33 |
| 2020-09-30 | $100k | 300 | 333.33 |
| 2020-06-30 | $93k | 300 | 310.00 |
| 2020-03-31 | $77k | 300 | 256.67 |
| 2019-12-31 | $97k | 300 | 323.33 |
| 2019-09-30 | $89k | 300 | 296.67 |
| 2019-06-30 | $88k | 300 | 293.33 |
| 2019-03-31 | $85k | 300 | 283.33 |
| 2018-12-31 | $75k | 300 | 250.00 |
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