Spdr S&p 500 Etf shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 5.7k | 666.19 |
| 2025-06-30 | $3.6M | 5.8k | 617.82 |
| 2025-03-31 | $3.6M | 6.5k | 559.41 |
| 2024-12-31 | $3.8M | 6.5k | 586.10 |
| 2024-09-30 | $3.9M | 6.8k | 573.73 |
| 2024-06-30 | $3.7M | 6.8k | 544.21 |
| 2024-03-31 | $3.6M | 7.0k | 523.10 |
| 2023-12-31 | $3.1M | 6.6k | 475.31 |
| 2023-09-30 | $2.8M | 6.6k | 427.46 |
| 2023-06-30 | $2.9M | 6.6k | 443.25 |
| 2023-03-31 | $2.7M | 6.6k | 409.41 |
| 2022-12-31 | $2.7M | 6.9k | 382.43 |
| 2022-09-30 | $2.4M | 6.8k | 357.22 |
| 2022-06-30 | $2.6M | 7.0k | 377.30 |
| 2022-03-31 | $3.6M | 7.9k | 451.63 |
| 2021-12-31 | $3.2M | 6.7k | 474.96 |