Spdr S&p 500 Etf shares owned by Adamsbrown Wealth Consultants
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Adamsbrown Wealth Consultants
from 13F filings
Historical chart of Adamsbrown Wealth Consultants investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Adamsbrown Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $423k | 808 | 523.36 |
| 2023-12-31 | $383k | 806 | 475.48 |
| 2023-09-30 | $344k | 804 | 427.59 |
| 2023-06-30 | $356k | 802 | 443.41 |
| 2023-03-31 | $390k | 952 | 409.35 |
| 2022-12-31 | $373k | 975 | 382.38 |
| 2022-09-30 | $531k | 1.5k | 356.85 |
| 2022-06-30 | $519k | 1.4k | 376.91 |
| 2022-03-31 | $683k | 1.5k | 451.72 |
| 2021-12-31 | $811k | 1.7k | 475.38 |
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