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 csvQuarterly 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 |