Spdr S&p 500 Etf shares owned by Trevian Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Trevian Wealth Management
from 13F filings
Historical chart of Trevian Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Trevian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 2.2k | 522.96 |
| 2023-12-31 | $1.0M | 2.2k | 475.43 |
| 2023-09-30 | $1.0M | 2.4k | 427.38 |
| 2023-06-30 | $971k | 2.2k | 443.18 |
| 2023-03-31 | $1.4M | 3.4k | 409.45 |
| 2022-12-31 | $1.3M | 3.4k | 382.39 |
| 2022-09-30 | $830k | 2.3k | 357.14 |
| 2022-06-30 | $741k | 2.0k | 377.68 |
| 2022-03-31 | $720k | 1.6k | 451.41 |
| 2021-12-31 | $625k | 1.3k | 474.92 |