Spdr S&p 500 Etf shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 44k | 666.18 |
| 2025-06-30 | $27M | 44k | 617.85 |
| 2025-03-31 | $25M | 45k | 559.39 |
| 2024-12-31 | $25M | 43k | 586.08 |
| 2024-09-30 | $25M | 43k | 573.76 |
| 2024-06-30 | $23M | 43k | 544.22 |
| 2024-03-31 | $22M | 43k | 523.07 |
| 2023-12-31 | $20M | 43k | 475.31 |
| 2023-09-30 | $18M | 41k | 427.48 |
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