Spdr S&p 500 Etf shares owned by ShankerValleau Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by ShankerValleau Wealth Advisors
from 13F filings
Historical chart of ShankerValleau Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by ShankerValleau Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 587 | 666.18 |
| 2025-06-30 | $366k | 593 | 617.85 |
| 2025-03-31 | $332k | 593 | 559.39 |
| 2024-12-31 | $348k | 593 | 586.08 |
| 2024-09-30 | $371k | 646 | 573.76 |
| 2024-06-30 | $352k | 646 | 544.22 |
| 2024-03-31 | $338k | 646 | 523.07 |
| 2023-12-31 | $326k | 685 | 475.31 |
| 2023-09-30 | $326k | 763 | 427.48 |
| 2023-06-30 | $371k | 837 | 443.28 |
| 2023-03-31 | $224k | 547 | 409.39 |
| 2022-12-31 | $209k | 547 | 382.43 |
| 2022-06-30 | $206k | 547 | 376.60 |
| 2022-03-31 | $247k | 547 | 451.55 |
| 2021-12-31 | $304k | 640 | 475.00 |
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