Spdr S&p 500 Etf shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 27k | 523.07 |
| 2023-12-31 | $12M | 25k | 475.30 |
| 2023-09-30 | $11M | 25k | 427.49 |
| 2023-06-30 | $12M | 26k | 443.27 |
| 2023-03-31 | $11M | 27k | 409.39 |
| 2022-12-31 | $9.7M | 25k | 382.42 |
| 2022-09-30 | $8.4M | 23k | 357.19 |
| 2022-06-30 | $8.9M | 24k | 377.25 |
| 2022-03-31 | $2.5M | 18k | 140.00 |
| 2021-12-31 | $8.6M | 18k | 474.95 |
| 2021-09-30 | $123k | 15k | 8.00 |
| 2021-06-30 | $6.3M | 15k | 428.07 |
| 2021-03-31 | $6.1M | 16k | 396.32 |
| 2020-12-31 | $4.7M | 13k | 373.85 |
| 2020-09-30 | $3.7M | 11k | 334.85 |
| 2020-06-30 | $3.3M | 11k | 308.34 |
| 2020-03-31 | $2.7M | 11k | 257.76 |
| 2019-12-31 | $3.4M | 10k | 321.84 |
More positions owned by Soltis Investment Advisors
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