Spdr S&p 500 Etf shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 9.5k | 667.77 |
| 2025-06-30 | $3.2M | 5.1k | 632.09 |
| 2025-03-31 | $2.9M | 5.1k | 559.42 |
| 2024-12-31 | $3.0M | 5.1k | 586.03 |
| 2024-09-30 | $2.9M | 5.1k | 573.80 |
| 2024-06-30 | $2.8M | 5.1k | 544.24 |
| 2024-03-31 | $2.6M | 5.0k | 523.05 |
| 2023-12-31 | $2.4M | 5.0k | 475.26 |
More positions owned by Shared Vision Wealth Group
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