Spdr S&p 500 Etf shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Strata Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.9k | 666.15 |
| 2025-06-30 | $1.9M | 3.0k | 617.75 |
| 2025-03-31 | $1.7M | 3.0k | 559.44 |
| 2024-12-31 | $2.5M | 4.3k | 586.08 |
| 2024-09-30 | $2.4M | 4.2k | 573.73 |
| 2024-06-30 | $2.4M | 4.4k | 544.16 |
| 2024-03-31 | $2.4M | 4.6k | 523.02 |
| 2023-12-31 | $2.1M | 4.5k | 475.34 |
| 2023-09-30 | $1.9M | 4.5k | 427.50 |
| 2023-03-31 | $1.6M | 3.8k | 409.43 |
| 2022-12-31 | $1.5M | 3.8k | 382.39 |