Spdr S&p 500 Etf shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts 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 Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.6k | 666.19 |
| 2025-06-30 | $2.1M | 3.4k | 617.86 |
| 2025-03-31 | $2.3M | 4.1k | 559.40 |
| 2024-12-31 | $2.5M | 4.2k | 592.79 |
| 2024-09-30 | $2.3M | 4.0k | 573.15 |
| 2024-06-30 | $2.3M | 4.1k | 555.80 |
| 2024-03-31 | $2.1M | 4.1k | 504.43 |
| 2023-09-30 | $1.8M | 4.1k | 436.03 |
| 2023-06-30 | $1.9M | 4.2k | 443.27 |
| 2023-03-31 | $1.7M | 4.2k | 408.66 |
| 2022-12-31 | $1.6M | 4.2k | 380.81 |
| 2022-09-30 | $1.6M | 4.2k | 373.22 |
| 2022-06-30 | $1.6M | 4.2k | 388.67 |
| 2022-03-31 | $1.3M | 2.9k | 452.90 |
| 2021-12-31 | $1.6M | 3.3k | 477.56 |
| 2021-09-30 | $1.1M | 2.6k | 429.07 |