Spdr S&p 500 Etf shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus 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 Gratus 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 Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 12k | 666.18 |
| 2025-06-30 | $7.3M | 12k | 617.85 |
| 2025-03-31 | $6.6M | 12k | 559.39 |
| 2024-12-31 | $6.9M | 12k | 586.08 |
| 2024-09-30 | $6.7M | 12k | 567.80 |
| 2024-06-30 | $6.4M | 12k | 548.99 |
| 2024-03-31 | $5.9M | 12k | 499.52 |
| 2023-12-31 | $5.5M | 12k | 475.31 |