Spdr S&p 500 Etf shares owned by Fiduciary Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fiduciary Wealth Partners
from 13F filings
Historical chart of Fiduciary Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Fiduciary Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 7.7k | 666.14 |
| 2025-06-30 | $775k | 1.3k | 617.85 |
| 2025-03-31 | $3.6M | 6.5k | 559.37 |
| 2016-12-31 | $94k | 414 | 227.05 |
| 2016-09-30 | $90k | 414 | 217.39 |
| 2016-06-30 | $113k | 540 | 209.26 |
| 2016-03-31 | $111k | 540 | 205.56 |