Spdr S&p 500 Etf shares owned by Rise Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $756k | 1.3k | 585.86 |
| 2024-09-30 | $650k | 1.1k | 573.92 |
| 2024-06-30 | $449k | 826 | 544.02 |
| 2024-03-31 | $407k | 778 | 523.29 |
| 2023-12-31 | $358k | 752 | 475.39 |
| 2023-09-30 | $312k | 729 | 427.27 |
| 2023-06-30 | $285k | 643 | 443.56 |
| 2023-03-31 | $289k | 707 | 409.11 |
| 2022-12-31 | $244k | 637 | 382.20 |
| 2022-09-30 | $145k | 406 | 357.14 |
| 2022-06-30 | $126k | 334 | 377.25 |
| 2022-03-31 | $145k | 321 | 451.71 |
| 2021-12-31 | $426k | 897 | 475.14 |