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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

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All positions including Spdr S&p 500 Etf held by Helium Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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