Spdr S&p 500 Etf shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group 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 Client 1st Advisory Group 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 Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $365k | 11k | 32.70 |
| 2025-06-30 | $750k | 1.2k | 617.85 |
| 2025-03-31 | $679k | 1.2k | 559.39 |
| 2024-12-31 | $305k | 520 | 586.08 |
| 2024-09-30 | $376k | 655 | 573.76 |
| 2024-06-30 | $351k | 644 | 544.22 |
| 2024-03-31 | $248k | 474 | 523.07 |
| 2023-06-30 | $246k | 554 | 443.28 |
| 2023-03-31 | $217k | 529 | 409.39 |