Ownership history in Chico Wealth RIA · 9 quarters on record
This page tracks every 13F SEC filing in which Chico Wealth RIA reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,174 | +79 | +7.2% | 0.52% | $801K | $680.06 |
| 2025 Q3 | UNCHANGED | 1,095 | — | 0% | 0.50% | $729K | $662.41 |
| 2025 Q2 | ADDED | 1,095 | +1 | +0.1% | 0.53% | $676K | $612.65 |
| 2025 Q1 | UNCHANGED | 1,094 | — | 0% | 0.53% | $612K | $553.05 |
| 2024 Q4 | UNCHANGED | 1,094 | — | 0% | 0.56% | $641K | $577.70 |
| 2024 Q3 | UNCHANGED | 1,094 | — | 0% | 0.54% | $628K | $563.66 |
| 2024 Q2 | ADDED | 1,094 | +1 | +0.1% | 0.55% | $595K | $533.00 |
| 2024 Q1 | UNCHANGED | 1,093 | — | 0% | 0.54% | $572K | $510.64 |
| 2023 Q4 | INITIATED | 1,093 | — | — | 0.54% | $519K | — |
As of 2025 Q4 — sorted by position size