Spdr S&p 500 Etf shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth 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 Blue Zone Wealth 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 Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $499k | 870 | 573.76 |
| 2024-06-30 | $459k | 844 | 544.22 |
| 2024-03-31 | $414k | 792 | 523.07 |
| 2023-12-31 | $343k | 722 | 475.31 |
| 2023-09-30 | $309k | 723 | 427.61 |
| 2023-06-30 | $325k | 734 | 443.28 |
| 2023-03-31 | $358k | 873 | 409.56 |
| 2022-12-31 | $336k | 878 | 382.23 |
| 2022-09-30 | $313k | 877 | 356.90 |
| 2022-06-30 | $288k | 764 | 376.96 |
| 2022-03-31 | $785k | 1.7k | 451.41 |
| 2021-12-31 | $457k | 963 | 474.56 |
| 2020-12-31 | $650k | 1.7k | 373.44 |
| 2020-09-30 | $364k | 1.1k | 335.18 |
| 2020-06-30 | $265k | 861 | 307.78 |
| 2020-03-31 | $404k | 1.6k | 257.65 |
| 2019-12-31 | $476k | 1.5k | 321.62 |