Spdr S&p 500 Etf shares owned by New England Capital Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by New England Capital Financial Advisors
from 13F filings
Historical chart of New England Capital Financial Advisors investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by New England Capital Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61k | 92 | 663.92 |
| 2025-06-30 | $57k | 92 | 614.97 |
| 2025-03-31 | $51k | 91 | 562.10 |
| 2024-12-31 | $54k | 91 | 588.92 |
| 2024-09-30 | $52k | 91 | 575.74 |
| 2024-06-30 | $47k | 86 | 545.34 |
| 2024-03-31 | $45k | 86 | 523.35 |
| 2023-12-31 | $20k | 42 | 473.95 |
| 2023-09-30 | $18k | 42 | 424.64 |
| 2023-06-30 | $18k | 42 | 438.76 |
| 2023-03-31 | $17k | 41 | 413.56 |
| 2022-12-31 | $16k | 41 | 398.17 |
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