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Spdr S&p 500 Etf shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link 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 True Link Financial 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 2.1k 573.76
2024-06-30 $1.1M 2.1k 544.22
2024-03-31 $1.2M 2.2k 523.07
2023-12-31 $1.1M 2.4k 475.31
2023-09-30 $985k 2.3k 427.48
2023-06-30 $1.0M 2.3k 443.28
2023-03-31 $887k 2.2k 409.39
2022-12-31 $519k 1.4k 382.43
2022-09-30 $484k 1.4k 356.93
2022-06-30 $506k 1.3k 377.33
2022-03-31 $829k 1.8k 451.77
2021-03-31 $18k 374 48.13
2020-12-31 $8.0k 205 39.02