Spdr S&p 500 Etf shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.3M | 9.7k | 544.20 |
| 2024-03-31 | $4.3M | 8.1k | 523.08 |
| 2023-12-31 | $3.7M | 7.8k | 475.32 |
| 2023-09-30 | $2.6M | 6.1k | 427.49 |
| 2023-06-30 | $2.9M | 6.6k | 443.29 |
| 2023-03-31 | $2.7M | 6.6k | 409.39 |
| 2022-12-31 | $2.8M | 7.4k | 382.41 |
| 2022-09-30 | $2.6M | 7.2k | 357.19 |
| 2022-06-30 | $962k | 2.5k | 377.40 |
| 2022-03-31 | $823k | 1.8k | 451.70 |
| 2021-12-31 | $1.1M | 2.3k | 474.73 |
| 2021-09-30 | $941k | 2.2k | 428.90 |
| 2021-06-30 | $1.1M | 2.6k | 428.08 |
| 2021-03-31 | $660k | 1.7k | 396.16 |
| 2020-12-31 | $884k | 2.4k | 373.94 |
| 2020-09-30 | $528k | 1.6k | 330.41 |
| 2020-06-30 | $145M | 25k | 5750.00 |
| 2020-03-31 | $7.8M | 3.1k | 2500.00 |
| 2019-12-31 | $153M | 128k | 1200.00 |
| 2019-09-30 | $15M | 49k | 308.18 |
| 2019-06-30 | $14k | 49k | 0.29 |
| 2019-03-31 | $14M | 48k | 282.49 |
| 2018-12-31 | $5.3M | 20k | 270.16 |
| 2017-03-31 | $4.1M | 18k | 234.79 |
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