Spdr S&p 500 Etf shares owned by West Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial 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 West Financial 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 West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $70M | 105k | 666.18 |
| 2025-06-30 | $66M | 106k | 617.85 |
| 2025-03-31 | $60M | 108k | 559.39 |
| 2024-12-31 | $64M | 109k | 586.08 |
| 2024-09-30 | $128M | 224k | 573.76 |
| 2024-06-30 | $128M | 236k | 544.22 |
| 2024-03-31 | $121M | 231k | 523.07 |
| 2023-12-31 | $110M | 231k | 475.31 |
| 2023-09-30 | $104M | 242k | 427.48 |
| 2023-06-30 | $106M | 240k | 443.28 |
| 2023-03-31 | $96M | 235k | 409.39 |
| 2022-12-31 | $89M | 232k | 382.43 |
| 2022-09-30 | $80M | 223k | 357.18 |
| 2022-06-30 | $83M | 219k | 377.25 |
| 2022-03-31 | $90M | 200k | 451.64 |
| 2021-12-31 | $78M | 165k | 474.96 |
| 2021-09-30 | $67M | 156k | 429.14 |
| 2021-06-30 | $65M | 151k | 428.06 |
| 2021-03-31 | $54M | 136k | 396.33 |
| 2020-12-31 | $50M | 133k | 373.88 |