Spdr S&p 500 Etf shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 3.6k | 475.44 |
| 2023-09-30 | $1.5M | 3.6k | 427.62 |
| 2023-06-30 | $1.5M | 3.4k | 443.34 |
| 2023-03-31 | $1.4M | 3.5k | 409.52 |
| 2022-12-31 | $1.2M | 3.2k | 382.44 |
| 2022-09-30 | $1.3M | 3.7k | 357.09 |
| 2022-06-30 | $1.4M | 3.6k | 377.34 |
| 2022-03-31 | $1.6M | 3.6k | 451.73 |
| 2021-12-31 | $1.6M | 3.5k | 474.99 |
| 2021-09-30 | $1.5M | 3.4k | 429.03 |
| 2021-06-30 | $1.4M | 3.2k | 428.08 |
| 2021-03-31 | $1.3M | 3.3k | 396.41 |
| 2020-12-31 | $1.2M | 3.2k | 373.76 |
| 2020-09-30 | $1.1M | 3.2k | 334.78 |
| 2020-06-30 | $954k | 3.1k | 308.44 |
| 2020-03-31 | $797k | 3.1k | 257.68 |
| 2019-12-31 | $855k | 2.7k | 321.67 |