Spdr S&p 500 Etf shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 11k | 666.24 |
| 2025-06-30 | $6.8M | 11k | 617.87 |
| 2025-03-31 | $6.0M | 11k | 559.43 |
| 2024-12-31 | $6.3M | 11k | 586.08 |
| 2024-09-30 | $12M | 22k | 573.78 |
| 2024-06-30 | $5.9M | 26k | 228.68 |
| 2024-03-31 | $5.7M | 11k | 523.07 |
| 2023-12-31 | $2.6M | 5.5k | 475.31 |
| 2023-09-30 | $2.3M | 5.4k | 427.48 |
| 2023-06-30 | $2.5M | 5.7k | 443.28 |
| 2023-03-31 | $2.3M | 5.7k | 409.39 |
| 2022-12-31 | $2.1M | 5.5k | 382.43 |
| 2022-09-30 | $1.9M | 5.4k | 357.26 |
| 2022-06-30 | $2.1M | 5.4k | 377.34 |
| 2022-03-31 | $2.5M | 5.5k | 451.79 |
| 2021-12-31 | $2.5M | 5.2k | 475.03 |
More positions owned by High Net Worth Advisory Group
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