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Spdr S&p 500 Etf shares owned by Investmark Advisory Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Investmark Advisory Group from 13F filings

Historical chart of Investmark Advisory Group investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Investmark 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 Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.4M 6.3k 544.23
2024-03-31 $3.4M 6.5k 523.10
2023-09-30 $2.2M 5.1k 427.51
2023-06-30 $2.3M 5.3k 443.31
2023-03-31 $1.4M 3.4k 409.39
2022-12-31 $1.3M 3.3k 382.46
2022-09-30 $1.5M 4.2k 357.14
2022-06-30 $1.1M 3.0k 377.21
2022-03-31 $1.2M 2.5k 474.82
2021-12-31 $1.2M 2.5k 474.82