Spdr S&p 500 Etf shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $807M | 1.2M | 666.18 |
| 2025-06-30 | $737M | 1.2M | 617.85 |
| 2025-03-31 | $629M | 1.1M | 559.39 |
| 2024-12-31 | $642M | 1.1M | 586.08 |
| 2024-09-30 | $634M | 1.1M | 573.76 |
| 2024-06-30 | $590M | 1.1M | 544.22 |
| 2024-03-31 | $625M | 1.2M | 523.07 |
| 2023-12-31 | $604M | 1.3M | 475.31 |
| 2023-09-30 | $570M | 1.3M | 427.48 |
| 2023-06-30 | $474M | 1.1M | 443.28 |
| 2023-03-31 | $451M | 1.1M | 398.78 |
| 2022-12-31 | $467M | 1.2M | 398.78 |
| 2022-09-30 | $400M | 1.1M | 357.18 |
| 2022-06-30 | $415M | 1.1M | 377.25 |
| 2022-03-31 | $482M | 1.1M | 451.64 |
| 2021-12-31 | $479M | 1.0M | 474.96 |
| 2021-09-30 | $430M | 1.0M | 429.14 |
| 2021-06-30 | $447M | 1.0M | 429.32 |
| 2021-03-31 | $407M | 1.0M | 396.33 |
| 2020-12-31 | $395M | 1.1M | 373.88 |
| 2020-09-30 | $419M | 1.3M | 334.89 |
| 2020-06-30 | $422M | 1.4M | 308.36 |
| 2020-03-31 | $365M | 1.4M | 257.75 |
| 2019-12-31 | $470M | 1.5M | 321.86 |
| 2019-09-30 | $494M | 1.7M | 297.10 |
| 2019-06-30 | $526M | 1.8M | 291.50 |
| 2019-03-31 | $545M | 1.9M | 282.33 |
| 2018-12-31 | $520M | 2.1M | 247.75 |
| 2018-09-30 | $602M | 2.1M | 290.69 |
| 2018-06-30 | $578M | 2.1M | 270.89 |
| 2018-03-31 | $588M | 2.3M | 259.83 |
| 2017-12-31 | $598M | 2.2M | 267.87 |
| 2017-09-30 | $595M | 2.4M | 250.35 |
| 2017-06-30 | $554M | 2.3M | 241.80 |
| 2017-03-31 | $596M | 2.5M | 236.29 |
| 2016-12-31 | $525M | 2.3M | 224.35 |
| 2016-09-30 | $484M | 2.3M | 214.68 |
| 2016-06-30 | $431M | 2.1M | 206.66 |
| 2016-03-31 | $408M | 2.0M | 206.02 |
| 2015-12-31 | $413M | 2.0M | 205.93 |
| 2015-09-30 | $390M | 2.0M | 191.63 |
| 2015-06-30 | $394M | 1.9M | 205.42 |
| 2015-03-31 | $382M | 1.8M | 210.02 |
| 2014-12-31 | $373M | 1.8M | 208.72 |
| 2014-09-30 | $334M | 1.7M | 197.02 |
| 2014-06-30 | $309M | 1.6M | 195.69 |
| 2014-03-31 | $279M | 1.5M | 184.70 |
| 2013-12-31 | $283M | 1.5M | 184.69 |