Spdr S&p 500 Etf shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $75M | 113k | 666.18 |
| 2025-06-30 | $68M | 110k | 617.85 |
| 2025-03-31 | $57M | 102k | 559.39 |
| 2024-12-31 | $55M | 94k | 586.08 |
| 2024-09-30 | $52M | 91k | 573.76 |
| 2024-06-30 | $43M | 79k | 544.22 |
| 2024-03-31 | $29M | 56k | 523.07 |
| 2023-12-31 | $26M | 55k | 475.31 |
| 2023-09-30 | $21M | 48k | 427.48 |
| 2023-06-30 | $17M | 38k | 443.28 |
| 2023-03-31 | $14M | 34k | 409.39 |
| 2022-12-31 | $12M | 31k | 382.42 |
| 2022-09-30 | $11M | 30k | 357.19 |
| 2022-06-30 | $11M | 29k | 377.26 |
| 2022-03-31 | $16M | 36k | 451.65 |
| 2021-12-31 | $15M | 32k | 474.96 |
| 2021-09-30 | $14M | 31k | 429.13 |
| 2021-06-30 | $13M | 30k | 428.05 |
| 2021-03-31 | $10M | 26k | 396.34 |
| 2020-12-31 | $8.1M | 22k | 371.98 |
| 2020-09-30 | $7.1M | 21k | 336.38 |
More positions owned by Kestra Private Wealth Services
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