Spdr S&p 500 Etf shares owned by Fermata Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 2.8k | 573.71 |
| 2024-06-30 | $1.6M | 2.9k | 544.21 |
| 2024-03-31 | $1.5M | 2.8k | 523.05 |
| 2023-12-31 | $1.4M | 2.9k | 475.36 |
| 2023-09-30 | $1.3M | 3.0k | 427.34 |
| 2023-06-30 | $202k | 455 | 442.96 |
| 2023-03-31 | $798k | 1.9k | 409.47 |
| 2022-12-31 | $1.3M | 3.4k | 382.55 |
| 2022-09-30 | $1.3M | 3.7k | 357.10 |
| 2022-06-30 | $1.2M | 3.2k | 377.57 |
| 2022-03-31 | $1.4M | 3.1k | 451.80 |
| 2021-12-31 | $1.7M | 3.5k | 475.34 |
| 2021-09-30 | $1.5M | 3.5k | 429.26 |
| 2021-06-30 | $1.5M | 3.5k | 428.45 |
| 2021-03-31 | $1.3M | 3.3k | 395.40 |