Spdr S&p 500 Etf shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris 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 Primoris 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 Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.5k | 666.18 |
| 2025-06-30 | $1.6M | 2.5k | 617.85 |
| 2025-03-31 | $1.4M | 2.5k | 559.39 |
| 2024-12-31 | $1.5M | 2.5k | 586.08 |
| 2024-09-30 | $1.4M | 2.5k | 573.76 |
| 2024-06-30 | $1.4M | 2.5k | 544.22 |
| 2024-03-31 | $1.3M | 2.5k | 523.07 |
| 2023-12-31 | $1.2M | 2.5k | 475.31 |
| 2023-09-30 | $855k | 2.0k | 427.48 |
| 2023-06-30 | $906k | 2.0k | 443.28 |
| 2023-03-31 | $842k | 2.1k | 409.39 |
| 2022-12-31 | $787k | 2.1k | 382.43 |
| 2022-09-30 | $735k | 2.1k | 357.32 |
| 2022-06-30 | $1.0M | 2.7k | 377.31 |
| 2022-03-31 | $923k | 2.0k | 451.57 |
| 2021-12-31 | $971k | 2.0k | 475.05 |