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Spdr S&p 500 Etf shares owned by Flagship Wealth Advisors

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

Historical chart of Flagship Wealth 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 Flagship Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 23k 666.19
2025-06-30 $13M 22k 617.86
2025-03-31 $13M 23k 559.40
2024-12-31 $9.7M 17k 586.08