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Spdr S&p 500 Etf shares owned by Valley Financial Group

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

Historical chart of Valley Financial Group investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Valley Financial 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 Valley Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $887k 1.5k 573.61
2024-06-30 $841k 1.5k 544.38
2024-03-31 $808k 1.5k 523.18

More positions owned by Valley Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ea Series Trust Alpha Architect (CAOS)
Ea Series Trust Us Quan Value (QVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Ea Series Trust Intl Quan Value (IVAL)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Intl Quan Momntm (IMOM)
Ea Series Trust Alpha Architect (HIDE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Valley Financial Group

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