Spdr S&p 500 Etf shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 6.7k | 666.20 |
| 2025-06-30 | $3.9M | 6.3k | 620.69 |
| 2025-03-31 | $2.2M | 3.9k | 559.38 |
| 2024-12-31 | $1.9M | 3.2k | 591.68 |
| 2024-09-30 | $1.4M | 2.4k | 573.82 |
| 2024-06-30 | $1.3M | 2.4k | 544.17 |
| 2024-03-31 | $1.2M | 2.4k | 523.14 |
| 2023-12-31 | $1.1M | 2.3k | 475.26 |
| 2023-09-30 | $1.2M | 2.7k | 427.41 |
| 2023-06-30 | $1.2M | 2.7k | 442.50 |
| 2023-03-31 | $1.5M | 3.7k | 409.36 |
| 2022-12-31 | $465k | 1.2k | 382.37 |
| 2022-09-30 | $410k | 1.1k | 356.83 |
| 2022-06-30 | $465k | 1.1k | 413.33 |