Spdr S&p 500 Etf shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 16k | 666.21 |
| 2025-06-30 | $6.9M | 11k | 636.98 |
| 2025-03-31 | $6.1M | 11k | 559.39 |
| 2024-12-31 | $6.4M | 11k | 586.09 |
| 2024-09-30 | $6.1M | 11k | 573.77 |
| 2024-06-30 | $6.3M | 12k | 544.23 |
| 2023-12-31 | $11M | 21k | 490.88 |
| 2023-09-30 | $11M | 25k | 427.48 |
| 2023-06-30 | $11M | 25k | 443.28 |
| 2023-03-31 | $7.4M | 18k | 409.40 |
| 2022-12-31 | $8.3M | 22k | 382.43 |