Spdr S&p 500 Etf shares owned by Avaii Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Avaii Wealth Management
from 13F filings
Historical chart of Avaii Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Avaii Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $607k | 1.2k | 523.07 |
| 2023-12-31 | $343k | 721 | 475.31 |
| 2023-09-30 | $308k | 721 | 427.48 |
| 2023-06-30 | $317k | 716 | 443.28 |
| 2023-03-31 | $293k | 716 | 409.39 |
| 2022-12-31 | $274k | 716 | 382.43 |
| 2022-09-30 | $256k | 716 | 357.54 |
| 2022-06-30 | $258k | 684 | 377.19 |
| 2022-03-31 | $309k | 684 | 451.75 |
| 2021-12-31 | $325k | 684 | 475.15 |