Spdr S&p 500 Etf shares owned by Safeguard Investment Advisory Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Safeguard Investment Advisory Group
from 13F filings
Historical chart of Safeguard Investment Advisory Group 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 Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Safeguard Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 58k | 666.19 |
| 2025-06-30 | $38M | 62k | 617.91 |
| 2025-03-31 | $34M | 60k | 559.66 |
| 2024-12-31 | $35M | 60k | 586.20 |
| 2024-09-30 | $34M | 59k | 573.96 |
| 2024-06-30 | $30M | 55k | 544.57 |
| 2024-03-31 | $26M | 50k | 523.07 |
| 2023-12-31 | $22M | 46k | 475.50 |
| 2023-09-30 | $19M | 43k | 427.67 |
| 2023-06-30 | $18M | 41k | 443.45 |
| 2023-03-31 | $15M | 36k | 409.39 |
| 2022-12-31 | $9.7M | 25k | 382.55 |
| 2022-09-30 | $7.3M | 20k | 357.16 |
| 2022-06-30 | $3.0M | 6.7k | 451.56 |
| 2022-03-31 | $3.0M | 6.7k | 451.56 |
| 2021-12-31 | $2.3M | 4.9k | 474.88 |
| 2021-09-30 | $2.2M | 5.0k | 429.17 |
| 2021-06-30 | $2.2M | 5.2k | 428.10 |
| 2021-03-31 | $2.2M | 5.6k | 396.33 |
| 2020-12-31 | $2.1M | 5.7k | 373.85 |
More positions owned by Safeguard Investment Advisory Group
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