Spdr S&p 500 Etf shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.4k | 666.05 |
| 2025-06-30 | $1.5M | 2.4k | 617.87 |
| 2025-03-31 | $1.2M | 2.1k | 559.44 |
| 2024-12-31 | $1.4M | 2.5k | 586.15 |
| 2024-09-30 | $1.4M | 2.5k | 573.09 |
| 2024-06-30 | $1.4M | 2.6k | 544.14 |
| 2024-03-31 | $1.7M | 3.3k | 522.99 |
| 2023-12-31 | $2.5M | 5.3k | 475.33 |
| 2023-09-30 | $2.4M | 5.5k | 427.49 |
| 2023-06-30 | $2.5M | 5.6k | 443.30 |
| 2023-03-31 | $2.3M | 5.7k | 409.38 |
| 2022-12-31 | $2.2M | 5.8k | 382.45 |
| 2022-09-30 | $1.8M | 5.2k | 357.21 |
| 2022-06-30 | $1.9M | 5.1k | 377.25 |
| 2022-03-31 | $2.4M | 5.2k | 451.61 |
| 2021-12-31 | $2.5M | 5.3k | 474.98 |
| 2021-09-30 | $2.3M | 5.4k | 429.11 |
| 2021-06-30 | $2.4M | 5.5k | 428.07 |
| 2021-03-31 | $2.3M | 5.7k | 396.30 |
| 2020-12-31 | $2.2M | 5.8k | 373.86 |
| 2020-09-30 | $1.8M | 5.3k | 334.89 |
| 2020-06-30 | $1.7M | 5.4k | 308.37 |
| 2020-03-31 | $1.4M | 5.4k | 257.77 |
| 2019-12-31 | $1.8M | 5.5k | 321.88 |
| 2019-09-30 | $1.7M | 5.9k | 296.75 |
| 2019-06-30 | $1.8M | 6.0k | 293.02 |
| 2019-03-31 | $1.7M | 6.1k | 282.50 |
| 2018-12-31 | $2.0M | 8.0k | 249.93 |
| 2018-09-30 | $2.3M | 8.0k | 290.73 |