Spdr S&p 500 Etf shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.9M | 4.5k | 427.48 |
| 2023-06-30 | $939k | 2.1k | 443.33 |
| 2023-03-31 | $1.8M | 4.5k | 409.34 |
| 2022-12-31 | $1.8M | 4.5k | 395.54 |
| 2022-09-30 | $1.6M | 4.5k | 360.01 |
| 2022-06-30 | $8.3M | 22k | 377.26 |
| 2022-03-31 | $1.1M | 2.5k | 448.61 |
| 2021-12-31 | $3.8M | 8.0k | 474.89 |
| 2021-09-30 | $1.1M | 2.5k | 438.60 |
| 2021-06-30 | $1.1M | 2.5k | 430.18 |
| 2021-03-31 | $1.0M | 2.5k | 411.23 |
| 2020-12-31 | $858k | 2.3k | 381.16 |
| 2020-09-30 | $765k | 2.3k | 339.85 |
| 2020-06-30 | $699k | 2.3k | 310.53 |
| 2020-03-31 | $580k | 2.3k | 257.66 |
| 2019-12-31 | $1.2M | 3.5k | 330.88 |
| 2019-09-30 | $729k | 2.5k | 287.91 |
| 2019-06-30 | $783k | 2.6k | 295.81 |
| 2019-03-31 | $713k | 2.5k | 285.77 |
| 2018-12-31 | $10M | 41k | 249.91 |
| 2018-09-30 | $47k | 162 | 290.12 |
| 2018-06-30 | $990k | 3.8k | 263.30 |
| 2018-03-31 | $1.3M | 5.1k | 263.22 |
| 2017-12-31 | $791k | 3.0k | 267.05 |
| 2017-09-30 | $851k | 3.4k | 251.25 |
| 2017-06-30 | $393k | 1.6k | 241.55 |
| 2016-09-30 | $240k | 1.1k | 216.61 |
| 2016-06-30 | $386k | 1.8k | 209.67 |
| 2016-03-31 | $2.3M | 11k | 205.51 |
| 2015-12-31 | $3.9M | 19k | 203.88 |
| 2015-09-30 | $2.0M | 11k | 191.64 |
| 2014-03-31 | $37k | 200 | 185.00 |
| 2013-12-31 | $37k | 200 | 185.00 |
| 2013-09-30 | $34k | 200 | 168.01 |
| 2013-06-30 | $32k | 200 | 160.42 |