Spdr S&p 500 Etf shares owned by Spectrum Wealth Advisory Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Spectrum Wealth Advisory Group
from 13F filings
Historical chart of Spectrum Wealth Advisory Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Spectrum Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 4.8k | 666.14 |
| 2025-06-30 | $3.0M | 4.8k | 617.80 |
| 2025-03-31 | $3.4M | 6.1k | 559.36 |
| 2024-12-31 | $4.0M | 6.8k | 586.09 |
| 2024-09-30 | $3.4M | 6.0k | 573.75 |
| 2024-06-30 | $3.8M | 7.0k | 544.25 |
| 2024-03-31 | $3.1M | 5.8k | 523.11 |
| 2023-12-31 | $2.7M | 5.6k | 475.28 |
| 2023-09-30 | $2.1M | 4.8k | 427.48 |
| 2023-06-30 | $2.1M | 4.7k | 443.30 |
| 2023-03-31 | $2.3M | 5.6k | 409.40 |
| 2022-12-31 | $1.8M | 4.8k | 382.45 |
| 2022-09-30 | $1.8M | 5.0k | 357.17 |
| 2022-06-30 | $1.9M | 5.1k | 377.28 |
| 2022-03-31 | $2.3M | 5.1k | 451.68 |
| 2021-12-31 | $2.9M | 6.0k | 474.95 |
| 2021-09-30 | $2.2M | 5.2k | 429.18 |
| 2021-06-30 | $2.0M | 4.7k | 428.11 |
| 2021-03-31 | $1.9M | 4.8k | 396.32 |
| 2020-12-31 | $1.8M | 4.8k | 373.97 |
| 2020-09-30 | $3.2M | 9.6k | 334.65 |
| 2020-06-30 | $1.6M | 5.1k | 308.35 |
| 2020-03-31 | $1.9M | 7.2k | 258.05 |
| 2019-12-31 | $1.3M | 4.1k | 321.76 |
| 2019-09-30 | $1.3M | 4.5k | 296.74 |
| 2019-06-30 | $2.1M | 7.0k | 292.75 |
| 2019-03-31 | $4.2M | 15k | 282.49 |
More positions owned by Spectrum Wealth Advisory Group
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