Polaris Wealth Advisers »

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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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