Spdr S&p 500 Etf shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 3.6k | 617.80 |
| 2025-06-30 | $2.0M | 3.6k | 559.34 |
| 2025-03-31 | $2.1M | 3.6k | 586.01 |
| 2024-12-31 | $2.0M | 3.6k | 573.74 |
| 2024-09-30 | $1.9M | 3.6k | 544.64 |
| 2024-06-30 | $1.9M | 3.6k | 544.64 |
| 2024-03-31 | $1.7M | 3.5k | 475.97 |
| 2023-12-31 | $1.5M | 3.5k | 427.99 |
| 2023-09-30 | $1.6M | 3.5k | 443.28 |
| 2023-06-30 | $569k | 1.4k | 409.39 |
| 2023-03-31 | $569k | 1.4k | 409.73 |
| 2022-12-31 | $552k | 1.4k | 382.43 |
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