Spdr S&p 500 Etf shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 6.3k | 573.76 |
| 2024-06-30 | $3.3M | 6.0k | 544.22 |
| 2024-03-31 | $2.9M | 5.6k | 523.07 |
| 2023-12-31 | $1.6M | 3.5k | 475.31 |
| 2023-09-30 | $1.4M | 3.3k | 427.48 |
| 2023-06-30 | $1.1M | 2.5k | 443.28 |
| 2023-03-31 | $899k | 2.2k | 409.39 |
| 2022-12-31 | $626k | 1.6k | 382.43 |
More positions owned by Worth Financial Advisory Group
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