Spdr S&p 500 Etf shares owned by Roger Wittlin Investment Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Roger Wittlin Investment Advisory
from 13F filings
Historical chart of Roger Wittlin Investment Advisory investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Roger Wittlin Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 15k | 666.19 |
| 2025-06-30 | $11M | 17k | 617.85 |
| 2025-03-31 | $10M | 18k | 559.40 |
| 2024-12-31 | $11M | 19k | 586.09 |
| 2024-09-30 | $9.0M | 16k | 573.75 |
| 2024-06-30 | $6.6M | 12k | 544.23 |
| 2024-03-31 | $2.8M | 5.3k | 523.14 |
| 2023-12-31 | $2.5M | 5.3k | 475.43 |
| 2023-09-30 | $2.2M | 5.3k | 427.62 |
| 2023-06-30 | $2.3M | 5.1k | 443.32 |
| 2023-03-31 | $1.7M | 4.2k | 409.35 |
| 2022-12-31 | $709k | 1.9k | 382.47 |
| 2022-09-30 | $657k | 1.8k | 356.87 |
| 2022-06-30 | $1.1M | 3.0k | 377.23 |
More positions owned by Roger Wittlin Investment Advisory
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