Spdr S&p 500 Etf shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 2.8k | 681.89 |
| 2025-09-30 | $2.2M | 3.4k | 666.16 |
| 2025-06-30 | $834k | 1.4k | 617.80 |
| 2025-03-31 | $755k | 1.4k | 559.34 |
| 2024-12-31 | $802k | 1.4k | 586.16 |
| 2024-09-30 | $853k | 1.5k | 573.76 |
| 2024-06-30 | $831k | 1.5k | 544.39 |
| 2024-03-31 | $809k | 1.5k | 523.20 |
| 2023-12-31 | $766k | 1.6k | 475.39 |
| 2023-09-30 | $564k | 1.3k | 427.54 |
| 2023-06-30 | $336k | 817 | 410.95 |
| 2023-03-31 | $335k | 817 | 409.39 |
| 2022-12-31 | $249k | 650 | 382.43 |
| 2022-09-30 | $232k | 650 | 356.92 |
| 2021-06-30 | $9.0k | 20 | 450.00 |
| 2020-12-31 | $110k | 294 | 374.15 |