Spdr S&p 500 Etf shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 22k | 666.19 |
| 2025-06-30 | $14M | 22k | 617.85 |
| 2025-03-31 | $12M | 22k | 559.39 |
| 2024-12-31 | $12M | 20k | 586.09 |
| 2024-09-30 | $12M | 21k | 573.77 |
| 2024-06-30 | $11M | 21k | 544.21 |
| 2024-03-31 | $11M | 21k | 523.06 |
| 2023-12-31 | $10M | 21k | 475.30 |
| 2023-09-30 | $9.0M | 21k | 427.49 |
| 2023-06-30 | $9.3M | 21k | 443.29 |
| 2023-03-31 | $12M | 29k | 409.39 |
| 2022-12-31 | $11M | 28k | 382.42 |
| 2022-09-30 | $9.9M | 28k | 357.18 |
| 2022-06-30 | $12M | 32k | 377.27 |
| 2022-03-31 | $16M | 35k | 451.64 |
| 2021-12-31 | $17M | 35k | 474.95 |
| 2021-09-30 | $15M | 34k | 429.13 |
| 2021-06-30 | $14M | 32k | 428.06 |
| 2021-03-31 | $13M | 32k | 396.34 |
| 2020-12-31 | $12M | 32k | 373.88 |