Spdr S&p 500 Etf shares owned by Navigation Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Navigation Wealth Management
from 13F filings
Historical chart of Navigation Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Navigation Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 63k | 666.40 |
| 2025-06-30 | $46M | 74k | 617.85 |
| 2025-03-31 | $1.5M | 2.6k | 558.09 |
| 2024-12-31 | $76M | 130k | 586.18 |
| 2024-09-30 | $82M | 143k | 573.76 |
| 2024-06-30 | $93M | 170k | 544.22 |
| 2023-12-31 | $83M | 175k | 475.31 |
| 2023-06-30 | $76M | 172k | 443.28 |
| 2023-03-31 | $71M | 174k | 409.39 |
| 2022-12-31 | $1.1M | 2.8k | 382.43 |
| 2022-09-30 | $182k | 509 | 357.56 |
| 2022-06-30 | $194k | 514 | 377.43 |
| 2021-12-31 | $92M | 193k | 474.96 |
| 2021-06-30 | $415k | 970 | 427.84 |
| 2021-03-31 | $82M | 207k | 396.33 |
| 2020-12-31 | $78M | 208k | 373.88 |
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