Spdr S&p 500 Etf shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 35k | 666.18 |
| 2025-06-30 | $22M | 36k | 617.85 |
| 2025-03-31 | $20M | 36k | 559.39 |
| 2024-12-31 | $27M | 46k | 586.08 |
| 2024-09-30 | $26M | 46k | 573.76 |
| 2024-06-30 | $27M | 49k | 544.22 |
| 2024-03-31 | $26M | 49k | 523.07 |
| 2023-12-31 | $27M | 56k | 475.31 |
| 2023-09-30 | $23M | 55k | 427.48 |
| 2023-06-30 | $25M | 55k | 443.28 |
| 2023-03-31 | $14M | 35k | 409.39 |
| 2022-12-31 | $11M | 29k | 382.44 |
| 2022-09-30 | $10M | 29k | 357.17 |
| 2022-06-30 | $7.0M | 19k | 377.27 |
| 2022-03-31 | $7.4M | 18k | 416.39 |
| 2021-12-31 | $8.6M | 18k | 474.93 |
| 2021-09-30 | $7.7M | 18k | 429.15 |
| 2021-06-30 | $7.8M | 18k | 428.09 |
| 2021-03-31 | $8.1M | 20k | 412.18 |
| 2020-12-31 | $3.8M | 10k | 378.65 |