Ownership history in PACES FERRY WEALTH ADVISORS, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which PACES FERRY WEALTH ADVISORS, LLC 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 | REDUCED | 4,355 | -21 | -0.5% | 1.21% | $3.0M | $680.06 |
| 2025 Q3 | REDUCED | 4,376 | -81 | -1.8% | 1.21% | $2.9M | $662.41 |
| 2025 Q2 | ADDED | 4,457 | +10 | +0.2% | 1.27% | $2.8M | $612.65 |
| 2025 Q1 | REDUCED | 4,447 | -15 | -0.3% | 1.24% | $2.5M | $553.05 |
| 2024 Q4 | REDUCED | 4,462 | -184 | -4.0% | 1.27% | $2.6M | $577.70 |
| 2024 Q3 | ADDED | 4,646 | +128 | +2.8% | 1.53% | $2.7M | $563.66 |
| 2024 Q2 | REDUCED | 4,518 | -45 | -1.0% | 1.48% | $2.5M | $533.00 |
| 2024 Q1 | REDUCED | 4,563 | -263 | -5.4% | 1.53% | $2.4M | $510.64 |
| 2023 Q4 | REDUCED | 4,826 | -282 | -5.5% | 1.60% | $2.3M | $462.58 |
| 2023 Q3 | ADDED | 5,108 | +18 | +0.4% | 1.73% | $2.2M | $414.35 |
As of 2025 Q4 — sorted by position size