Spdr S&p 500 Etf shares owned by Redmont Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Redmont Wealth Advisors
from 13F filings
Historical chart of Redmont 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 Redmont Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Redmont Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 5.4k | 666.13 |
| 2025-06-30 | $3.3M | 5.4k | 617.85 |
| 2025-03-31 | $2.5M | 4.5k | 559.39 |
| 2024-12-31 | $3.4M | 5.9k | 586.08 |
| 2024-09-30 | $3.0M | 5.3k | 573.76 |
| 2024-06-30 | $3.3M | 6.1k | 544.21 |
| 2024-03-31 | $3.3M | 6.4k | 523.04 |
| 2023-12-31 | $1.7M | 3.6k | 475.36 |
| 2022-12-31 | $994k | 2.6k | 382.43 |
| 2022-09-30 | $929k | 2.6k | 357.31 |
| 2022-06-30 | $1.2M | 3.1k | 377.10 |
| 2022-03-31 | $1.4M | 3.1k | 451.61 |
| 2021-12-31 | $1.2M | 2.6k | 475.00 |