Spdr S&p 500 Etf shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 56k | 666.18 |
| 2025-06-30 | $34M | 55k | 617.85 |
| 2025-03-31 | $31M | 55k | 559.39 |
| 2024-12-31 | $32M | 55k | 586.08 |
| 2024-09-30 | $30M | 52k | 573.76 |
| 2024-06-30 | $27M | 50k | 544.22 |
| 2024-03-31 | $454k | 869 | 522.83 |
| 2023-12-31 | $373k | 784 | 475.24 |
| 2023-09-30 | $230k | 539 | 426.95 |
| 2023-06-30 | $224k | 506 | 443.19 |
| 2023-03-31 | $207k | 504 | 409.76 |
| 2022-03-31 | $203k | 450 | 451.11 |
| 2021-12-31 | $213k | 449 | 474.39 |
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