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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by High Net Worth Advisory Group 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 High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
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 451.65
2021-12-31 $2.5M 5.2k 475.03