Spdr S&p 500 Etf shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 4.7k | 666.17 |
| 2025-06-30 | $3.0M | 4.8k | 617.90 |
| 2025-03-31 | $2.7M | 4.8k | 559.40 |
| 2024-12-31 | $2.9M | 5.0k | 586.10 |
| 2024-09-30 | $2.9M | 5.1k | 573.74 |
| 2024-06-30 | $2.8M | 5.1k | 544.24 |
| 2024-03-31 | $2.6M | 4.9k | 523.07 |
| 2023-12-31 | $2.3M | 4.9k | 475.32 |
| 2023-09-30 | $2.1M | 4.9k | 427.45 |
| 2023-06-30 | $2.4M | 5.3k | 443.28 |
| 2023-03-31 | $2.2M | 5.4k | 409.41 |
| 2022-12-31 | $2.1M | 5.4k | 382.46 |
| 2022-09-30 | $2.0M | 5.6k | 357.19 |
| 2022-06-30 | $2.1M | 5.7k | 377.23 |
| 2022-03-31 | $2.5M | 5.5k | 451.67 |
| 2021-12-31 | $2.6M | 5.5k | 476.19 |
| 2021-09-30 | $2.1M | 4.9k | 429.12 |
| 2021-06-30 | $2.2M | 5.2k | 428.10 |
| 2021-03-31 | $1.9M | 4.9k | 396.29 |
| 2020-12-31 | $1.9M | 5.0k | 390.13 |