Spdr S&p 500 Etf shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 9.5k | 669.26 |
| 2025-06-30 | $6.0M | 9.8k | 617.90 |
| 2025-03-31 | $5.4M | 9.7k | 559.41 |
| 2024-12-31 | $5.3M | 9.1k | 586.13 |
| 2024-09-30 | $5.2M | 9.1k | 573.78 |
| 2024-06-30 | $4.1M | 7.5k | 544.28 |
| 2024-03-31 | $3.3M | 6.3k | 523.10 |
| 2023-12-31 | $3.0M | 6.2k | 475.35 |
| 2023-09-30 | $2.0M | 4.6k | 427.52 |
| 2023-06-30 | $2.1M | 4.8k | 443.30 |
| 2023-03-31 | $2.2M | 5.3k | 410.62 |
| 2022-12-31 | $1.9M | 4.9k | 383.92 |
| 2022-09-30 | $1.8M | 4.9k | 358.50 |
| 2022-06-30 | $1.9M | 4.9k | 378.69 |
| 2022-03-31 | $2.2M | 4.9k | 451.67 |
| 2021-12-31 | $2.3M | 4.9k | 475.03 |
| 2021-09-30 | $2.0M | 4.8k | 429.11 |
| 2021-06-30 | $2.1M | 4.9k | 428.08 |
| 2021-03-31 | $1.9M | 4.8k | 396.33 |
| 2020-12-31 | $2.9M | 7.8k | 373.93 |
| 2020-09-30 | $2.5M | 7.6k | 334.96 |
| 2020-06-30 | $2.4M | 7.7k | 310.58 |
| 2020-03-31 | $2.0M | 7.7k | 257.81 |
| 2019-12-31 | $2.2M | 6.7k | 321.84 |
| 2019-09-30 | $1.5M | 5.0k | 296.70 |
| 2019-06-30 | $1.8M | 6.3k | 292.91 |
| 2019-03-31 | $1.7M | 6.0k | 282.45 |
| 2018-12-31 | $1.1M | 4.5k | 249.89 |
| 2018-09-30 | $1.2M | 4.6k | 273.54 |
| 2018-06-30 | $1.1M | 3.9k | 271.36 |
| 2018-03-31 | $926k | 3.5k | 263.14 |
| 2017-12-31 | $926k | 3.5k | 267.01 |
| 2017-09-30 | $912k | 3.6k | 251.17 |
| 2017-06-30 | $897k | 3.7k | 241.91 |
| 2017-03-31 | $929k | 3.9k | 235.67 |
| 2016-12-31 | $615k | 2.8k | 223.39 |