Spdr S&p 500 Etf shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Efficient Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $145k | 277 | 523.47 |
2023-12-31 | $126k | 266 | 473.68 |
2023-09-30 | $113k | 266 | 424.81 |
2023-06-30 | $117k | 266 | 439.85 |
2023-03-31 | $86k | 225 | 382.22 |
2022-12-31 | $80k | 225 | 355.56 |
2022-09-30 | $80k | 225 | 355.56 |
2022-06-30 | $85k | 225 | 377.78 |
2022-03-31 | $79k | 175 | 451.43 |
2021-12-31 | $83k | 175 | 474.29 |
2021-09-30 | $75k | 175 | 428.57 |
2021-06-30 | $68k | 158 | 430.38 |
2021-03-31 | $63k | 158 | 398.73 |
2020-12-31 | $59k | 158 | 373.42 |
2020-09-30 | $53k | 158 | 335.44 |
2020-06-30 | $41k | 134 | 305.97 |
2020-03-31 | $35k | 134 | 261.19 |
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