Spdr S&p 500 Etf shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 6.9k | 666.18 |
| 2025-06-30 | $3.3M | 5.3k | 617.85 |
| 2025-03-31 | $2.4M | 4.3k | 559.39 |
| 2024-12-31 | $3.4M | 5.9k | 586.08 |
| 2024-09-30 | $3.6M | 6.3k | 573.76 |
| 2024-06-30 | $3.1M | 5.7k | 544.22 |
| 2024-03-31 | $3.8M | 7.2k | 523.07 |
| 2023-12-31 | $3.5M | 7.5k | 475.31 |
| 2023-09-30 | $3.2M | 7.5k | 427.48 |
| 2023-06-30 | $3.4M | 7.7k | 443.28 |
| 2023-03-31 | $2.5M | 6.2k | 409.39 |
| 2022-12-31 | $388k | 1.0k | 382.43 |
| 2022-09-30 | $363k | 1.0k | 357.99 |
| 2022-06-30 | $390k | 1.0k | 376.81 |
| 2022-03-31 | $413k | 915 | 451.37 |
| 2021-12-31 | $497k | 1.0k | 475.14 |
| 2021-09-30 | $452k | 1.1k | 429.25 |
| 2021-06-30 | $373k | 872 | 427.75 |
| 2021-03-31 | $343k | 866 | 396.07 |
| 2020-12-31 | $265k | 708 | 374.29 |
| 2019-09-30 | $274k | 923 | 296.86 |
| 2019-06-30 | $295k | 1.0k | 292.95 |
| 2019-03-31 | $271k | 958 | 282.88 |
| 2018-12-31 | $12M | 4.7k | 2499.16 |