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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |