Spdr S&p 500 Etf shares owned by HTG Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by HTG Investment Advisors
from 13F filings
Historical chart of HTG Investment 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 HTG Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by HTG Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.8k | 666.24 |
| 2025-06-30 | $1.1M | 1.8k | 617.91 |
| 2025-03-31 | $988k | 1.8k | 559.34 |
| 2024-12-31 | $1.0M | 1.7k | 586.13 |
| 2024-09-30 | $1.0M | 1.7k | 573.81 |
| 2024-06-30 | $981k | 1.8k | 544.27 |
| 2024-03-31 | $943k | 1.8k | 523.12 |
| 2023-12-31 | $857k | 1.8k | 475.35 |
| 2023-09-30 | $770k | 1.8k | 427.52 |
| 2023-06-30 | $799k | 1.8k | 443.32 |
| 2023-03-31 | $738k | 1.8k | 409.43 |
| 2022-12-31 | $648k | 1.7k | 382.47 |