Sovereign Investment Advisors »

Spdr S&p 500 Etf shares owned by Sovereign Investment Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sovereign Investment Advisors from 13F filings

Historical chart of Sovereign Investment Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Sovereign Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Sovereign Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 22k 666.18
2025-06-30 $5.3M 8.6k 617.85
2023-06-30 $1.9M 4.4k 443.28