Edge Financial Advisors »

Spdr S&p 500 Etf shares owned by Edge Financial Advisors

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

Historical chart of Edge 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 Edge Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Edge Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 18k 666.19
2025-06-30 $12M 19k 617.81
2025-03-31 $11M 19k 559.39
2024-12-31 $11M 20k 586.08
2024-09-30 $13M 22k 573.77
2024-03-31 $14M 26k 523.07