Spdr S&p 500 Etf shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem 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 Tandem Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 20k | 573.76 |
| 2024-06-30 | $11M | 21k | 544.22 |
| 2024-03-31 | $11M | 21k | 519.40 |
| 2023-12-31 | $9.9M | 21k | 475.31 |
| 2023-09-30 | $9.4M | 22k | 427.49 |
| 2023-06-30 | $9.5M | 22k | 442.78 |
| 2023-03-31 | $9.0M | 22k | 409.39 |
| 2022-12-31 | $8.1M | 21k | 382.43 |