Spdr S&p 500 Etf shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial 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 Triad Financial 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 Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.8M | 11k | 427.48 |
| 2023-06-30 | $5.1M | 12k | 443.28 |
| 2023-03-31 | $4.7M | 12k | 409.39 |
| 2022-12-31 | $4.6M | 12k | 382.43 |
| 2022-09-30 | $4.4M | 12k | 357.14 |
| 2022-06-30 | $4.7M | 13k | 377.27 |
| 2022-03-31 | $5.7M | 13k | 451.60 |
| 2021-12-31 | $6.0M | 13k | 474.96 |