Spdr S&p 500 Etf shares owned by Prevail Innovative Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Prevail Innovative Wealth Advisors
from 13F filings
Historical chart of Prevail Innovative Wealth 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 Prevail Innovative Wealth 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 Prevail Innovative Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 11k | 666.18 |
| 2025-06-30 | $6.2M | 10k | 617.86 |
| 2025-03-31 | $6.2M | 11k | 559.39 |
| 2024-12-31 | $9.4M | 16k | 586.08 |
| 2024-09-30 | $4.5M | 7.9k | 573.76 |
| 2024-03-31 | $541k | 1.0k | 523.07 |
| 2023-09-30 | $1.5M | 3.6k | 427.48 |
More positions owned by Prevail Innovative Wealth Advisors
View all positions for Prevail Innovative Wealth Advisors