Spdr S&p 500 Etf shares owned by FSC Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by FSC Wealth Advisors
from 13F filings
Historical chart of FSC 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 FSC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by FSC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 28k | 666.18 |
| 2025-06-30 | $17M | 28k | 617.85 |
| 2025-03-31 | $13M | 24k | 559.40 |
| 2024-12-31 | $18M | 31k | 586.06 |
| 2024-09-30 | $17M | 30k | 573.75 |
| 2024-06-30 | $16M | 29k | 544.20 |
| 2024-03-31 | $15M | 28k | 523.06 |
| 2023-12-31 | $14M | 29k | 475.30 |
| 2023-09-30 | $6.6M | 16k | 427.46 |
| 2023-06-30 | $10M | 23k | 443.26 |
| 2023-03-31 | $416k | 1.0k | 408.92 |
| 2022-12-31 | $419k | 1.1k | 382.30 |
| 2022-09-30 | $404k | 1.1k | 357.21 |
| 2022-06-30 | $376k | 997 | 377.13 |
| 2022-03-31 | $14M | 31k | 451.63 |
| 2021-12-31 | $26M | 54k | 474.96 |