Spdr S&p 500 Etf shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.5M | 14k | 523.07 |
| 2023-12-31 | $7.2M | 15k | 475.31 |
| 2023-09-30 | $8.3M | 19k | 427.48 |
| 2023-06-30 | $8.7M | 20k | 443.28 |
| 2023-03-31 | $7.8M | 19k | 409.39 |
| 2022-12-31 | $6.5M | 17k | 382.43 |
| 2022-09-30 | $4.1M | 11k | 357.13 |
| 2022-06-30 | $4.3M | 11k | 377.19 |
| 2022-03-31 | $5.3M | 12k | 451.62 |
| 2021-12-31 | $5.4M | 11k | 474.95 |
| 2021-09-30 | $4.9M | 11k | 429.13 |
| 2021-06-30 | $5.1M | 12k | 438.52 |
| 2021-03-31 | $4.5M | 11k | 396.29 |
| 2020-12-31 | $4.3M | 11k | 373.86 |
| 2020-09-30 | $3.8M | 12k | 334.93 |
| 2020-06-30 | $3.6M | 12k | 308.39 |
| 2020-03-31 | $2.9M | 11k | 257.73 |
| 2019-12-31 | $3.8M | 12k | 321.86 |
More positions owned by Regent Peak Wealth Advisors
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