Spdr S&p 500 Etf shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 26k | 573.77 |
| 2024-06-30 | $12M | 22k | 544.23 |
| 2024-03-31 | $11M | 21k | 523.06 |
| 2023-12-31 | $9.6M | 20k | 475.32 |
| 2023-09-30 | $8.0M | 19k | 427.48 |
| 2023-06-30 | $8.3M | 19k | 443.27 |
| 2023-03-31 | $7.8M | 19k | 409.39 |
| 2022-12-31 | $6.9M | 18k | 382.43 |
| 2022-09-30 | $6.3M | 18k | 357.15 |
| 2022-06-30 | $7.2M | 19k | 377.23 |
| 2022-03-31 | $8.9M | 20k | 451.63 |
| 2021-12-31 | $10M | 22k | 474.97 |
| 2021-09-30 | $9.4M | 22k | 429.13 |
| 2021-06-30 | $9.3M | 22k | 428.05 |
| 2021-03-31 | $9.7M | 25k | 396.33 |
| 2020-12-31 | $8.5M | 23k | 373.91 |