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Spdr S&p 500 Etf shares owned by United Advisor Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 3.6k 666.33
2025-06-30 $1.7M 2.7k 617.78
2025-03-31 $2.1M 3.8k 559.56
2024-12-31 $2.1M 3.7k 586.02
2024-09-30 $2.1M 3.7k 573.70
2024-06-30 $1.7M 3.2k 544.22
2024-03-31 $1.9M 3.6k 523.07