Spdr S&p 500 Etf shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $501M | 975k | 513.50 |
| 2023-12-31 | $446M | 953k | 467.59 |
| 2023-09-30 | $400M | 1.2M | 328.83 |
| 2023-06-30 | $406M | 930k | 436.30 |
| 2023-03-31 | $369M | 975k | 378.34 |
| 2022-12-31 | $329M | 874k | 376.06 |
| 2022-09-30 | $302M | 859k | 351.14 |
| 2022-06-30 | $297M | 787k | 377.25 |
| 2022-03-31 | $331M | 787k | 420.19 |
| 2021-12-31 | $334M | 703k | 474.96 |
| 2021-09-30 | $302M | 704k | 429.15 |
| 2021-06-30 | $300M | 701k | 428.06 |
| 2021-03-31 | $277M | 699k | 396.33 |
| 2020-12-31 | $261M | 697k | 373.88 |
| 2020-09-30 | $232M | 692k | 334.89 |
| 2020-06-30 | $224M | 768k | 292.01 |
| 2020-03-31 | $194M | 712k | 271.64 |
| 2019-12-31 | $189M | 605k | 311.76 |
| 2019-09-30 | $167M | 583k | 287.31 |
| 2019-06-30 | $158M | 538k | 293.00 |
| 2019-03-31 | $147M | 519k | 282.48 |
| 2018-12-31 | $121M | 483k | 249.92 |
| 2018-09-30 | $125M | 460k | 270.51 |
| 2018-06-30 | $123M | 436k | 282.13 |
| 2018-03-31 | $108M | 411k | 263.15 |
| 2017-12-31 | $104M | 389k | 266.86 |
| 2017-09-30 | $83M | 331k | 251.23 |