Spdr S&p 500 Etf shares owned by MN Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by MN Wealth Advisors
from 13F filings
Historical chart of MN Wealth Advisors investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by MN Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr S&p 500 Etf by MN Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $446k | 668 | 667.02 |
| 2025-06-30 | $425k | 688 | 617.95 |
| 2025-03-31 | $548k | 979 | 559.69 |
| 2024-12-31 | $651k | 1.1k | 586.52 |
| 2024-09-30 | $635k | 1.1k | 574.00 |
| 2024-06-30 | $574k | 1.1k | 544.27 |
| 2024-03-31 | $550k | 1.1k | 523.47 |