Spdr S&p 500 Etf shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.9M | 2.5k | 747.28 |
| 2026-03-31 | $1.2M | 1.9k | 650.64 |
| 2025-12-31 | $1.1M | 1.6k | 682.40 |
| 2025-09-30 | $1.9M | 2.9k | 666.33 |
| 2025-06-30 | $1.9M | 3.0k | 618.19 |
| 2025-03-31 | $1.6M | 2.8k | 559.65 |
| 2024-12-31 | $942k | 1.6k | 586.55 |
| 2024-09-30 | $921k | 1.6k | 574.01 |
| 2024-06-30 | $996k | 1.8k | 544.65 |
| 2024-03-31 | $956k | 1.8k | 523.37 |
| 2023-12-31 | $717k | 1.5k | 475.45 |
| 2023-09-30 | $644k | 1.5k | 427.70 |
| 2023-06-30 | $562k | 1.2k | 468.84 |
| 2023-03-31 | $510k | 1.2k | 409.53 |
| 2022-12-31 | $476k | 1.2k | 382.63 |
More positions owned by Pension & Wealth Management Advisors
View all positions for Pension & Wealth Management Advisors