Spdr S&p 500 Etf shares owned by PCG Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by PCG Wealth Advisors
from 13F filings
Historical chart of PCG Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by PCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 28k | 666.18 |
| 2025-06-30 | $16M | 27k | 617.86 |
| 2025-03-31 | $15M | 27k | 559.40 |
| 2024-12-31 | $15M | 26k | 586.07 |
| 2024-09-30 | $15M | 26k | 573.75 |
| 2024-06-30 | $14M | 26k | 544.22 |
| 2024-03-31 | $8.0M | 15k | 523.07 |
| 2023-12-31 | $5.9M | 13k | 475.32 |
| 2023-09-30 | $5.3M | 12k | 427.49 |
| 2023-06-30 | $5.7M | 13k | 443.30 |
| 2023-03-31 | $5.4M | 13k | 409.41 |
| 2022-12-31 | $5.5M | 14k | 382.44 |
| 2022-09-30 | $13M | 37k | 357.19 |
| 2022-06-30 | $7.6M | 20k | 377.27 |
| 2022-03-31 | $5.5M | 12k | 451.60 |
| 2021-12-31 | $4.5M | 9.4k | 473.89 |