Principia Wealth Advisory »

Spdr S&p 500 Etf shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory 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 Principia Wealth Advisory 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 Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $208k 337 617.85
2025-03-31 $185k 337 548.62
2024-12-31 $195k 333 586.08