Spdr S&p 500 Etf shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Balanced Rock Investment Advisors
from 13F filings
Historical chart of Balanced Rock Investment 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 Balanced Rock Investment 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 Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $456k | 685 | 665.71 |
| 2025-06-30 | $361k | 584 | 617.87 |
| 2025-03-31 | $475k | 850 | 559.33 |
| 2024-12-31 | $216k | 369 | 585.94 |
| 2024-09-30 | $212k | 369 | 573.62 |
More positions owned by Balanced Rock Investment Advisors
View all positions for Balanced Rock Investment Advisors