Spdr S&p 500 Etf shares owned by Helium Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Helium Advisors
from 13F filings
Historical chart of Helium 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 Helium Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Helium Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 353 | 667.08 |
| 2025-06-30 | $630k | 1.0k | 617.80 |
| 2025-03-31 | $329k | 588 | 558.92 |
| 2024-12-31 | $368k | 627 | 586.36 |