Spdr S&p 500 Etf shares owned by Fonville Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fonville Wealth Management
from 13F filings
Historical chart of Fonville Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Fonville Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Fonville Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $802k | 1.2k | 666.45 |
| 2025-06-30 | $482k | 780 | 618.12 |
| 2025-03-31 | $435k | 780 | 557.23 |
| 2024-12-31 | $344k | 585 | 587.16 |
| 2024-09-30 | $336k | 585 | 574.57 |
| 2024-06-30 | $246k | 452 | 545.04 |
| 2024-03-31 | $228k | 436 | 523.78 |
| 2023-12-31 | $208k | 436 | 475.99 |
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