Spdr S&p 500 Etf shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $462k | 695 | 665.17 |
| 2025-06-30 | $429k | 695 | 617.85 |
| 2025-03-31 | $389k | 695 | 559.39 |
| 2024-12-31 | $407k | 695 | 586.08 |
| 2024-09-30 | $399k | 695 | 573.76 |
| 2024-06-30 | $378k | 695 | 544.22 |
| 2024-03-31 | $377k | 721 | 523.07 |
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