Spdr S&p 500 Etf shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $227k | 340 | 666.35 |
| 2025-06-30 | $210k | 340 | 618.01 |
| 2024-12-31 | $212k | 362 | 585.27 |
| 2024-09-30 | $208k | 362 | 574.71 |
| 2022-12-31 | $79k | 206 | 382.02 |
| 2022-03-31 | $406k | 900 | 451.11 |
| 2021-12-31 | $493k | 1.0k | 474.95 |
| 2021-09-30 | $459k | 1.1k | 428.97 |
| 2020-03-31 | $258k | 1.0k | 257.49 |
| 2019-03-31 | $6.0k | 21 | 285.71 |
| 2018-09-30 | $6.0k | 21 | 285.71 |
| 2018-06-30 | $6.0k | 21 | 285.71 |
| 2018-03-31 | $6.0k | 21 | 285.71 |
| 2017-12-31 | $106k | 396 | 267.68 |