Spdr S&p 500 Etf shares owned by Palo Alto Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Palo Alto Wealth Advisors
from 13F filings
Historical chart of Palo Alto Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Palo Alto Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 682.92 |
| 2025-06-30 | $1.7M | 2.7k | 619.39 |
| 2025-03-31 | $1.6M | 2.7k | 586.76 |
| 2024-12-31 | $1.6M | 2.7k | 587.90 |
| 2024-09-30 | $1.4M | 2.4k | 585.40 |
| 2024-06-30 | $1.3M | 2.4k | 546.05 |
| 2024-03-31 | $1.4M | 2.6k | 524.66 |
| 2023-12-31 | $1.3M | 2.7k | 477.22 |
| 2023-09-30 | $1.1M | 2.7k | 429.06 |
| 2023-06-30 | $1.3M | 2.9k | 444.92 |
| 2023-03-31 | $1.2M | 2.9k | 410.90 |
| 2022-12-31 | $1.2M | 3.0k | 384.21 |