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
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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 |
|---|---|---|---|
| 2025-09-30 | $742k | 1.1k | 666.18 |
| 2025-06-30 | $611k | 989 | 617.85 |
| 2025-03-31 | $769k | 1.4k | 559.30 |
| 2024-12-31 | $1.4M | 2.5k | 586.08 |
| 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 |
More positions owned by True Link Financial Advisors
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