Spdr S&p 500 Etf shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis 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 San Luis 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 San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.4k | 666.05 |
| 2025-06-30 | $870k | 1.4k | 617.90 |
| 2025-03-31 | $689k | 1.2k | 559.25 |
| 2024-12-31 | $1.0M | 1.8k | 586.05 |
| 2024-09-30 | $1.0M | 1.7k | 573.55 |
| 2022-03-31 | $4.0k | 9 | 444.44 |