Spdr S&p 500 Etf shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 4.1k | 523.11 |
| 2023-12-31 | $2.2M | 5.8k | 382.42 |
| 2023-09-30 | $1.8M | 4.1k | 427.49 |
| 2023-06-30 | $2.2M | 4.9k | 443.26 |
| 2023-03-31 | $2.3M | 5.7k | 409.40 |
| 2022-12-31 | $2.2M | 5.8k | 382.42 |
| 2022-09-30 | $2.0M | 5.7k | 357.19 |
| 2022-06-30 | $2.5M | 6.5k | 377.23 |
| 2022-03-31 | $2.8M | 6.3k | 451.66 |
| 2021-12-31 | $2.8M | 6.0k | 474.96 |
| 2021-09-30 | $2.6M | 6.0k | 429.16 |
| 2021-06-30 | $2.6M | 6.2k | 428.05 |
| 2021-03-31 | $1.9M | 4.8k | 396.34 |
| 2020-12-31 | $1.7M | 4.7k | 373.91 |
| 2020-09-30 | $1.5M | 4.5k | 334.92 |
| 2020-06-30 | $1.9M | 6.2k | 308.35 |
| 2020-03-31 | $1.6M | 6.4k | 257.76 |
| 2019-12-31 | $3.7M | 12k | 321.85 |
| 2019-09-30 | $3.4M | 12k | 296.78 |
| 2019-06-30 | $3.5M | 12k | 292.99 |
| 2019-03-31 | $3.2M | 11k | 282.49 |
More positions owned by Financial Synergies Wealth Advisors
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