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Spdr S&p 500 Etf shares owned by Ascent Wealth Partners

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Ascent Wealth Partners from 13F filings

Historical chart of Ascent Wealth Partners investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Ascent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3M 14k 523.07
2023-12-31 $4.2M 8.8k 475.31
2023-09-30 $1.9M 4.5k 427.48
2023-06-30 $3.1M 7.0k 443.28
2023-03-31 $1.1M 2.7k 409.39
2022-12-31 $1.6M 4.2k 382.43
2022-09-30 $11M 31k 357.18
2022-06-30 $1.9M 5.1k 377.24
2022-03-31 $7.6M 17k 451.66
2021-12-31 $2.1M 4.5k 474.90
2021-09-30 $2.8M 6.5k 429.14
2021-06-30 $2.8M 6.5k 428.06
2021-03-31 $2.7M 6.9k 396.29
2020-12-31 $2.7M 7.3k 373.94
2020-09-30 $3.1M 9.3k 334.92
2020-06-30 $2.9M 9.5k 308.33
2020-03-31 $2.7M 11k 257.75
2019-12-31 $4.6M 14k 321.85
2019-09-30 $3.9M 13k 296.80
2019-06-30 $4.0M 14k 292.97
2019-03-31 $4.0M 14k 282.45
2018-12-31 $4.4M 18k 249.94
2018-09-30 $1.6M 5.4k 290.65
2018-06-30 $1.5M 5.4k 271.30
2018-03-31 $1.5M 5.5k 263.13
2017-12-31 $1.4M 5.4k 266.91
2017-09-30 $1.6M 6.3k 251.20
2017-06-30 $1.6M 6.8k 241.78
2017-03-31 $1.6M 7.0k 235.78
2016-12-31 $789k 3.5k 223.51
2016-09-30 $1.0M 4.7k 216.40
2016-06-30 $929k 4.4k 209.47
2016-03-31 $940k 4.6k 205.46
2015-12-31 $1.6M 7.9k 203.92
2015-09-30 $416k 2.2k 191.71
2015-06-30 $352k 1.7k 205.85
2015-03-31 $278k 1.3k 206.69
2014-12-31 $309k 1.5k 205.32