Spdr S&p 500 Etf shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 44k | 666.18 |
| 2025-06-30 | $28M | 44k | 617.85 |
| 2025-03-31 | $25M | 45k | 559.39 |
| 2024-12-31 | $26M | 44k | 586.08 |
| 2024-09-30 | $27M | 47k | 573.76 |
| 2024-06-30 | $26M | 48k | 544.22 |
| 2024-03-31 | $28M | 53k | 523.07 |
| 2023-12-31 | $23M | 49k | 475.31 |
| 2023-09-30 | $21M | 50k | 427.48 |
| 2023-06-30 | $22M | 50k | 443.28 |
| 2023-03-31 | $21M | 51k | 409.39 |
| 2022-12-31 | $20M | 51k | 382.43 |
| 2022-09-30 | $19M | 52k | 357.18 |
| 2022-06-30 | $20M | 53k | 377.25 |
| 2022-03-31 | $24M | 53k | 451.64 |
| 2021-12-31 | $26M | 54k | 474.96 |
| 2021-09-30 | $25M | 57k | 429.15 |
| 2021-06-30 | $25M | 58k | 428.05 |
| 2021-03-31 | $24M | 61k | 396.34 |
| 2020-12-31 | $23M | 62k | 373.88 |
| 2020-09-30 | $21M | 63k | 334.89 |
| 2020-06-30 | $20M | 65k | 308.36 |
| 2020-03-31 | $17M | 65k | 257.76 |
| 2019-12-31 | $21M | 67k | 321.85 |
| 2019-09-30 | $20M | 68k | 296.77 |
| 2019-06-30 | $20M | 69k | 293.00 |
| 2019-03-31 | $20M | 71k | 282.47 |
| 2018-12-31 | $18M | 71k | 249.93 |
| 2018-09-30 | $21M | 73k | 290.72 |
| 2018-06-30 | $20M | 73k | 271.28 |
| 2018-03-31 | $20M | 77k | 263.15 |
| 2017-12-31 | $21M | 78k | 266.86 |
| 2017-09-30 | $20M | 79k | 251.22 |
| 2017-06-30 | $20M | 83k | 241.80 |
| 2017-03-31 | $19M | 81k | 235.73 |
| 2016-12-31 | $19M | 86k | 223.53 |
| 2016-09-30 | $19M | 89k | 216.29 |
| 2016-06-30 | $19M | 92k | 209.47 |
| 2016-03-31 | $120k | 94k | 1.27 |
| 2015-12-31 | $19M | 95k | 203.86 |
| 2015-09-30 | $1.8M | 96k | 19.16 |
| 2015-06-30 | $22M | 99k | 215.92 |
| 2015-03-31 | $21M | 104k | 206.43 |
| 2014-12-31 | $22M | 105k | 205.54 |