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Spdr S&p 500 Etf shares owned by Sightline Wealth Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sightline Wealth Advisors from 13F filings

Historical chart of Sightline Wealth Advisors investment in Spdr S&p 500 Etf

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 20243M3.5M4M4.5M5M750080008500
Value ($)Share countHistorical SPY position of Sightline Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Spdr S&p 500 Etf held by Sightline Wealth 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 Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 8.8k 573.77
2024-06-30 $4.8M 8.8k 544.25
2024-03-31 $4.6M 8.8k 523.04
2023-12-31 $4.1M 8.7k 475.29
2023-09-30 $3.7M 8.6k 427.48
2023-06-30 $3.5M 8.6k 409.39
2023-03-31 $3.5M 8.6k 409.38
2022-12-31 $3.3M 8.8k 382.44
2022-09-30 $3.0M 8.3k 366.64
2022-06-30 $3.1M 8.2k 375.30
2022-03-31 $3.4M 7.4k 451.70
2021-12-31 $3.6M 7.5k 477.31
2021-09-30 $3.2M 7.5k 429.16
2021-06-30 $3.3M 7.7k 428.00
2021-03-31 $3.1M 7.8k 397.01
2020-12-31 $3.0M 8.1k 373.89