Spdr S&p 500 Etf shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $755k | 1.1k | 666.07 |
| 2025-06-30 | $700k | 1.1k | 617.61 |
| 2025-03-31 | $633k | 1.1k | 559.53 |
| 2024-12-31 | $663k | 1.1k | 586.07 |
| 2024-09-30 | $652k | 1.1k | 573.61 |
| 2024-06-30 | $618k | 1.1k | 544.42 |
| 2024-03-31 | $592k | 1.1k | 523.13 |
| 2023-12-31 | $519k | 1.1k | 475.22 |
| 2023-09-30 | $484k | 1.1k | 427.65 |
| 2023-06-30 | $502k | 1.1k | 443.33 |
| 2023-03-31 | $463k | 1.1k | 409.32 |
| 2022-12-31 | $433k | 1.1k | 382.57 |
| 2022-09-30 | $404k | 1.1k | 357.21 |
| 2022-06-30 | $427k | 1.1k | 377.54 |
| 2022-03-31 | $511k | 1.1k | 452.21 |
| 2021-12-31 | $537k | 1.1k | 475.22 |
| 2021-09-30 | $281k | 655 | 429.01 |
| 2021-06-30 | $280k | 655 | 427.48 |
| 2021-03-31 | $259k | 654 | 396.02 |
| 2020-12-31 | $250k | 669 | 373.69 |