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
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 | $537k | 1.1k | 475.22 |
| 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 |