Spdr S&p 500 Etf shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $42M | 72k | 573.76 |
| 2024-06-30 | $40M | 73k | 544.22 |
| 2024-03-31 | $40M | 77k | 523.07 |
| 2023-12-31 | $31M | 65k | 475.31 |
| 2023-09-30 | $27M | 64k | 427.48 |
| 2023-06-30 | $26M | 58k | 443.28 |
| 2023-03-31 | $23M | 55k | 409.39 |
| 2022-12-31 | $17M | 44k | 382.43 |
| 2022-09-30 | $15M | 43k | 360.00 |
| 2022-06-30 | $13M | 35k | 377.25 |
| 2022-03-31 | $16M | 35k | 448.00 |
| 2021-12-31 | $15M | 31k | 474.97 |
| 2021-09-30 | $13M | 30k | 432.00 |
| 2021-06-30 | $12M | 29k | 428.06 |
| 2021-03-31 | $13M | 32k | 396.33 |
| 2020-12-31 | $11M | 31k | 373.87 |