Spdr S&p 500 Etf shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 3.8k | 666.17 |
| 2025-06-30 | $2.4M | 3.8k | 617.80 |
| 2025-03-31 | $2.2M | 3.9k | 559.46 |
| 2024-12-31 | $422k | 720 | 586.08 |
| 2024-09-30 | $413k | 720 | 573.76 |
| 2024-06-30 | $278k | 511 | 544.22 |
| 2024-03-31 | $267k | 511 | 523.07 |
| 2023-12-31 | $243k | 511 | 475.31 |
| 2023-09-30 | $218k | 511 | 427.48 |
| 2023-06-30 | $231k | 522 | 443.28 |
| 2023-03-31 | $214k | 522 | 409.39 |
| 2022-12-31 | $200k | 522 | 383.14 |
| 2022-09-30 | $186k | 522 | 356.32 |
| 2022-06-30 | $269k | 596 | 451.34 |
| 2022-03-31 | $269k | 596 | 451.34 |
| 2021-12-31 | $283k | 596 | 474.83 |