Spdr S&p 500 Etf shares owned by New Wave Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by New Wave Wealth Advisors
from 13F filings
Historical chart of New Wave Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by New Wave Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 15k | 668.12 |
| 2025-06-30 | $13M | 22k | 617.85 |
| 2025-03-31 | $13M | 23k | 559.39 |
| 2024-12-31 | $19M | 32k | 586.08 |
| 2024-06-30 | $11M | 20k | 544.22 |