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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by SC&H Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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