Ownership history in Etesian Wealth Advisors, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. 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 | 14,255 | +391 | +2.8% | 3.05% | $9.7M | $681.92 |
| 2025 Q3 | ADDED | 13,864 | +70 | +0.5% | 3.05% | $9.2M | $664.22 |
| 2025 Q2 | ADDED | 13,794 | +351 | +2.6% | 3.18% | $8.5M | $614.33 |
| 2025 Q1 | ADDED | 13,443 | +93 | +0.7% | 3.24% | $7.5M | $554.56 |
As of 2025 Q4 — sorted by position size