Spdr S&p 500 Etf shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial 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 Delta Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Delta Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 31k | 666.19 |
| 2025-06-30 | $20M | 33k | 617.85 |
| 2025-03-31 | $18M | 33k | 559.39 |
| 2024-12-31 | $19M | 33k | 586.08 |
| 2024-09-30 | $18M | 31k | 573.76 |
| 2024-06-30 | $19M | 36k | 544.22 |
| 2024-03-31 | $19M | 36k | 523.07 |
| 2023-12-31 | $17M | 36k | 475.31 |
| 2023-09-30 | $15M | 36k | 427.48 |
| 2023-06-30 | $16M | 36k | 443.27 |
| 2023-03-31 | $15M | 36k | 409.40 |
| 2022-12-31 | $16M | 42k | 382.43 |
| 2022-09-30 | $15M | 42k | 357.18 |
| 2022-06-30 | $16M | 42k | 377.26 |
| 2022-03-31 | $19M | 42k | 451.64 |
| 2021-12-31 | $20M | 42k | 474.97 |
| 2021-09-30 | $18M | 42k | 429.14 |
| 2021-06-30 | $18M | 42k | 428.05 |
| 2021-03-31 | $18M | 45k | 396.33 |
| 2020-12-31 | $17M | 45k | 373.88 |
| 2020-09-30 | $15M | 45k | 334.90 |
| 2020-06-30 | $14M | 46k | 308.37 |
| 2020-03-31 | $12M | 46k | 257.75 |
| 2019-12-31 | $17M | 51k | 321.86 |
| 2019-09-30 | $16M | 52k | 296.76 |
| 2019-06-30 | $15M | 52k | 293.01 |