Spdr S&p 500 Etf shares owned by Twin Peaks Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Twin Peaks Wealth Advisors
from 13F filings
Historical chart of Twin Peaks Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Twin Peaks Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 7.2k | 666.16 |
| 2025-06-30 | $4.4M | 6.8k | 642.73 |
| 2025-03-31 | $3.8M | 7.1k | 537.62 |
| 2024-12-31 | $4.4M | 7.4k | 586.07 |
| 2024-09-30 | $4.5M | 7.8k | 573.81 |
| 2024-06-30 | $4.5M | 8.4k | 544.24 |
| 2024-03-31 | $4.5M | 8.7k | 523.08 |
| 2023-12-31 | $3.8M | 8.0k | 475.36 |
More positions owned by Twin Peaks Wealth Advisors
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