Spdr S&p 500 Etf shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.7M | 2.6k | 650.42 |
| 2025-12-31 | $1.8M | 2.7k | 681.92 |
| 2025-09-30 | $1.9M | 2.8k | 666.18 |
| 2025-06-30 | $1.7M | 2.8k | 617.66 |
| 2025-03-31 | $1.7M | 3.0k | 560.97 |
| 2024-12-31 | $1.2M | 2.1k | 586.08 |