Spdr S&p 500 Etf shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 7.1k | 666.18 |
| 2025-06-30 | $4.5M | 7.2k | 617.83 |
| 2025-03-31 | $4.3M | 7.6k | 559.40 |
| 2024-12-31 | $5.0M | 8.5k | 586.05 |
| 2024-09-30 | $4.5M | 7.8k | 573.77 |
| 2024-06-30 | $4.1M | 7.5k | 544.20 |
| 2024-03-31 | $6.2M | 12k | 523.09 |
| 2023-12-31 | $223k | 10k | 22.08 |
| 2023-09-30 | $0 | 7.9k | 0.00 |
| 2023-06-30 | $3.8M | 8.5k | 443.33 |
| 2023-03-31 | $5.9M | 14k | 409.41 |
| 2022-12-31 | $7.2M | 19k | 382.44 |
| 2022-09-30 | $7.3M | 21k | 357.18 |
| 2022-06-30 | $7.8M | 21k | 377.27 |
| 2022-03-31 | $8.3M | 19k | 451.66 |
| 2021-12-31 | $2.9M | 6.1k | 474.90 |
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