Spdr S&p 500 Etf shares owned by Waterford Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $908k | 1.3k | 681.92 |
| 2025-09-30 | $904k | 1.4k | 666.18 |
| 2025-06-30 | $838k | 23k | 36.54 |
| 2025-03-31 | $772k | 1.4k | 559.39 |
| 2024-12-31 | $485k | 828 | 586.08 |
| 2024-09-30 | $524k | 914 | 573.76 |
| 2024-06-30 | $497k | 914 | 544.22 |
| 2024-03-31 | $478k | 914 | 523.07 |
| 2023-09-30 | $391k | 914 | 427.48 |
| 2023-06-30 | $405k | 914 | 443.11 |
| 2023-03-31 | $470k | 1.1k | 409.41 |
| 2022-12-31 | $439k | 1.1k | 382.40 |