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Spdr S&p 500 Etf shares owned by Poinciana Advisors Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Poinciana Advisors Group from 13F filings

Historical chart of Poinciana Advisors Group 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 Poinciana Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Poinciana Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 1.6k 666.31
2025-06-30 $990k 1.6k 617.96
2025-03-31 $886k 1.6k 559.49
2024-12-31 $928k 1.6k 586.18