Spdr S&p 500 Etf shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private 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 TRUE Private 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 TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $217k | 291 | 745.81 |
| 2025-03-31 | $3.0M | 5.3k | 559.37 |
| 2024-12-31 | $3.3M | 5.6k | 586.17 |
| 2024-09-30 | $3.1M | 5.4k | 573.84 |
| 2024-06-30 | $3.1M | 5.6k | 544.18 |
| 2024-03-31 | $3.1M | 6.0k | 523.04 |
| 2023-12-31 | $2.8M | 5.9k | 475.28 |
| 2023-09-30 | $2.6M | 6.0k | 427.51 |
| 2023-06-30 | $4.1M | 9.3k | 443.29 |
| 2023-03-31 | $4.9M | 12k | 409.38 |
| 2022-12-31 | $1.2M | 3.0k | 382.44 |
| 2022-09-30 | $252k | 707 | 356.44 |
| 2022-03-31 | $2.6M | 6.1k | 428.99 |
| 2021-12-31 | $479k | 1.0k | 474.26 |
| 2021-09-30 | $233k | 541 | 430.68 |
| 2020-12-31 | $2.2M | 5.9k | 375.47 |
| 2020-09-30 | $217k | 647 | 335.39 |
| 2020-06-30 | $207k | 670 | 308.96 |
| 2020-03-31 | $186k | 721 | 257.98 |
| 2019-12-31 | $1.8M | 5.6k | 323.40 |
| 2019-09-30 | $1.4M | 4.8k | 298.15 |
| 2019-06-30 | $1.4M | 4.9k | 294.36 |
| 2019-03-31 | $2.2M | 7.9k | 283.61 |
| 2018-12-31 | $6.2M | 25k | 250.88 |
| 2018-09-30 | $5.1M | 17k | 292.05 |
| 2018-06-30 | $4.8M | 18k | 272.49 |
| 2018-03-31 | $4.7M | 18k | 264.24 |
| 2017-12-31 | $4.5M | 17k | 266.83 |
More positions owned by TRUE Private Wealth Advisors
View all positions for TRUE Private Wealth Advisors