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Spdr S&p 500 Etf shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by New England Private 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 33k 573.75
2024-03-31 $18M 34k 522.36
2023-12-31 $16M 34k 475.30
2023-09-30 $15M 34k 427.49
2023-06-30 $15M 33k 443.53
2023-03-31 $14M 33k 409.40
2022-12-31 $14M 36k 382.45
2022-09-30 $12M 34k 357.13
2022-06-30 $16M 35k 451.79
2022-03-31 $16M 35k 451.61
2021-12-31 $17M 35k 474.92
2021-09-30 $15M 35k 429.16
2021-06-30 $15M 35k 428.15
2021-03-31 $26M 65k 396.33
2020-12-31 $28M 76k 373.88
2020-09-30 $25M 75k 334.85
2020-06-30 $23M 75k 309.16
2020-03-31 $19M 74k 257.76
2019-12-31 $24M 73k 321.89
2019-09-30 $22M 73k 296.75
2019-06-30 $22M 76k 293.02
2019-03-31 $22M 78k 282.48
2018-12-31 $20M 78k 249.91
2018-09-30 $22M 77k 290.70
2018-06-30 $21M 77k 271.28
2018-03-31 $20M 75k 263.14
2017-12-31 $20M 77k 266.86
2017-09-30 $19M 76k 251.25
2017-06-30 $18M 76k 241.78
2017-03-31 $18M 76k 235.66
2016-12-31 $18M 81k 223.52
2016-09-30 $18M 81k 216.30
2016-06-30 $16M 74k 209.45
2016-03-31 $15M 74k 205.49
2015-12-31 $15M 75k 203.84
2015-09-30 $13M 70k 191.65
2015-06-30 $15M 71k 205.86
2015-03-31 $15M 71k 206.16
2014-12-31 $14M 66k 205.47
2014-09-30 $11M 55k 197.06
2014-06-30 $4.5M 23k 195.71
2014-03-31 $9.6M 52k 187.03
2013-12-31 $9.2M 50k 184.68
2013-09-30 $8.2M 49k 168.03
2013-06-30 $7.8M 49k 160.41
2013-03-31 $7.6M 48k 156.05
2012-12-31 $5.0M 35k 142.38

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadstone Net Lease (BNL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Exponential Tech (XT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vanguard World Health Car Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for New England Private Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
Wolverine Trading
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
International Assets Investment Management
Millennium Management
Lido Advisors
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf