Spdr S&p 500 Etf shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 26k | 666.19 |
| 2025-06-30 | $17M | 27k | 617.86 |
| 2025-03-31 | $15M | 27k | 559.38 |
| 2024-12-31 | $15M | 26k | 586.09 |
| 2024-09-30 | $15M | 26k | 573.77 |
| 2024-03-31 | $14M | 27k | 523.08 |
| 2023-12-31 | $13M | 27k | 475.31 |
| 2022-12-31 | $11M | 29k | 382.43 |
| 2022-09-30 | $8.0M | 23k | 357.19 |