Spdr S&p 500 Etf shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 8.1k | 666.16 |
| 2025-06-30 | $4.9M | 7.9k | 617.88 |
| 2025-03-31 | $4.4M | 7.8k | 559.40 |
| 2024-12-31 | $4.6M | 7.9k | 586.05 |
| 2024-09-30 | $4.5M | 7.9k | 573.78 |
| 2024-06-30 | $4.4M | 8.2k | 544.20 |
| 2024-03-31 | $4.3M | 8.2k | 523.09 |
| 2023-12-31 | $3.9M | 8.2k | 475.34 |
| 2023-09-30 | $3.5M | 8.2k | 427.46 |
| 2023-06-30 | $3.6M | 8.2k | 443.28 |
| 2023-03-31 | $3.4M | 8.4k | 409.40 |
| 2022-12-31 | $3.2M | 8.3k | 382.44 |
| 2022-09-30 | $3.0M | 8.4k | 357.20 |
| 2022-06-30 | $3.1M | 8.2k | 377.30 |
| 2022-03-31 | $3.6M | 8.0k | 451.68 |
| 2021-12-31 | $3.8M | 7.9k | 474.97 |
| 2021-09-30 | $3.5M | 8.2k | 429.11 |
| 2021-06-30 | $3.5M | 8.3k | 428.07 |
| 2021-03-31 | $3.3M | 8.4k | 396.30 |
| 2020-12-31 | $3.2M | 8.7k | 373.84 |