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Spdr S&p 500 Etf shares owned by Chokshi & Queen Wealth Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Chokshi & Queen Wealth Advisors from 13F filings

Historical chart of Chokshi & Queen 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 Chokshi & Queen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Chokshi & Queen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 1.8k 666.18
2025-06-30 $1.1M 1.8k 617.85
2025-03-31 $11M 20k 559.39
2024-12-31 $1.1M 1.8k 586.08