Spdr S&p 500 Etf shares owned by Sonoma Private Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sonoma Private Wealth
from 13F filings
Historical chart of Sonoma Private Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Sonoma Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $488k | 732 | 666.18 |
| 2025-06-30 | $452k | 732 | 617.85 |
| 2025-03-31 | $444k | 794 | 559.39 |
| 2024-12-31 | $465k | 794 | 586.08 |
| 2024-09-30 | $371k | 646 | 573.76 |
| 2024-06-30 | $421k | 774 | 544.22 |
| 2024-03-31 | $405k | 774 | 523.07 |
| 2023-12-31 | $355k | 746 | 475.31 |
| 2023-09-30 | $359k | 839 | 427.48 |
| 2023-06-30 | $235k | 531 | 443.28 |
| 2023-03-31 | $217k | 531 | 409.39 |
| 2022-12-31 | $269k | 704 | 382.43 |