Spdr S&p 500 Etf shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 3.5k | 523.02 |
| 2023-12-31 | $1.9M | 4.1k | 475.28 |
| 2023-09-30 | $1.6M | 3.8k | 427.48 |
| 2023-06-30 | $1.5M | 3.4k | 443.31 |
| 2023-03-31 | $1.5B | 3.7k | 409389.61 |
| 2022-12-31 | $2.3M | 5.6k | 412.64 |
| 2022-03-31 | $2.9M | 7.0k | 411.26 |
| 2021-12-31 | $3.2M | 7.0k | 451.98 |
| 2021-09-30 | $4.7M | 10k | 468.00 |
| 2021-06-30 | $4.1M | 9.2k | 446.33 |
| 2021-03-31 | $3.9M | 9.2k | 418.08 |
| 2020-12-31 | $1.3M | 12k | 107.50 |
| 2020-09-30 | $6.8M | 19k | 355.93 |
| 2020-06-30 | $14M | 41k | 338.98 |
| 2020-03-31 | $11M | 39k | 282.49 |
| 2019-12-31 | $3.6M | 11k | 337.02 |
| 2019-09-30 | $3.0M | 9.5k | 309.39 |
| 2019-06-30 | $1.9M | 6.4k | 292.53 |
| 2019-03-31 | $2.0M | 7.1k | 285.05 |
| 2018-12-31 | $2.0M | 7.0k | 277.40 |
| 2018-09-30 | $969k | 3.7k | 264.18 |
| 2018-06-30 | $700k | 2.6k | 271.16 |
| 2018-03-31 | $708k | 2.7k | 262.96 |
| 2017-12-31 | $1.2M | 4.7k | 266.94 |
| 2017-09-30 | $664k | 2.6k | 251.23 |
| 2017-06-30 | $638k | 2.6k | 241.76 |
| 2017-03-31 | $202k | 862 | 234.78 |
| 2016-09-30 | $3.4M | 16k | 214.69 |
| 2016-06-30 | $5.6k | 27k | 0.21 |
| 2015-12-31 | $5.4M | 30k | 181.49 |
| 2015-06-30 | $88k | 426 | 206.57 |
| 2015-03-31 | $44k | 222 | 200.00 |