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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

Tip: Access up to 7 years of quarterly data

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

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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
2023-12-31 $604M 1.3M 475.31
2023-09-30 $570M 1.3M 427.48
2023-06-30 $426M 1.1M 398.78
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