Spdr S&p 500 Etf shares owned by Vestia Personal Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Vestia Personal Wealth Advisors
from 13F filings
Historical chart of Vestia Personal Wealth Advisors investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Vestia Personal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Vestia Personal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1000k | 1.5k | 666.12 |
| 2025-06-30 | $929k | 1.5k | 617.89 |
| 2025-03-31 | $886k | 1.6k | 559.55 |
| 2024-12-31 | $975k | 1.7k | 586.02 |
| 2024-09-30 | $919k | 1.6k | 573.85 |
| 2024-06-30 | $863k | 1.6k | 544.07 |
More positions owned by Vestia Personal Wealth Advisors
View all positions for Vestia Personal Wealth Advisors