Spdr S&p 500 Etf shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream 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 Wealthstream Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 7.0k | 666.18 |
| 2025-06-30 | $5.7M | 9.1k | 617.84 |
| 2025-03-31 | $5.1M | 9.2k | 559.38 |
| 2024-12-31 | $5.3M | 9.1k | 586.09 |
| 2024-09-30 | $5.3M | 9.2k | 573.78 |
| 2024-06-30 | $4.6M | 8.5k | 544.23 |
| 2024-03-31 | $4.4M | 8.5k | 523.06 |
| 2023-12-31 | $4.1M | 8.7k | 475.29 |
| 2023-09-30 | $3.8M | 8.9k | 427.48 |
| 2023-06-30 | $3.9M | 8.9k | 443.30 |
| 2023-03-31 | $3.6M | 8.9k | 409.41 |
| 2022-12-31 | $3.4M | 8.8k | 382.44 |
| 2022-09-30 | $3.2M | 9.0k | 357.17 |
| 2022-06-30 | $3.5M | 9.2k | 377.24 |
| 2022-03-31 | $3.8M | 8.5k | 451.61 |
| 2021-12-31 | $4.0M | 8.5k | 474.94 |