Spdr S&p 500 Etf shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 31 | 657.26 |
| 2025-06-30 | $19k | 31 | 609.65 |
| 2025-03-31 | $17k | 31 | 552.06 |
| 2024-12-31 | $19k | 33 | 582.15 |
| 2024-09-30 | $19k | 32 | 580.94 |
| 2024-06-30 | $16k | 30 | 547.23 |
| 2024-03-31 | $12k | 22 | 524.68 |