Spdr S&p 500 Etf shares owned by Invenio Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Invenio Wealth Partners
from 13F filings
Historical chart of Invenio Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Invenio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 11k | 666.18 |
| 2025-06-30 | $7.2M | 12k | 617.85 |
| 2025-03-31 | $6.5M | 12k | 559.39 |
| 2024-12-31 | $6.9M | 12k | 586.08 |
| 2024-09-30 | $6.9M | 12k | 573.76 |
| 2024-06-30 | $6.6M | 12k | 544.22 |
| 2024-03-31 | $6.4M | 12k | 523.07 |
| 2023-12-31 | $6.2M | 13k | 475.31 |
| 2023-09-30 | $5.7M | 13k | 427.48 |