Spdr S&p 500 Etf shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial 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 Legend Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in Spdr S&p 500 Etf by Legend Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $38k | 66 | 572.32 |
2024-06-30 | $49k | 90 | 542.14 |
2024-03-31 | $27k | 51 | 523.35 |
2023-12-31 | $45k | 95 | 477.73 |
2023-09-30 | $41k | 95 | 428.72 |
2023-06-30 | $51k | 114 | 443.58 |
2023-03-31 | $47k | 114 | 408.96 |
2022-12-31 | $53k | 138 | 382.43 |
2022-09-30 | $49k | 138 | 357.18 |
2020-09-30 | $1.2M | 3.6k | 334.74 |
2020-06-30 | $13M | 42k | 308.36 |
2020-03-31 | $12M | 47k | 257.73 |