Spdr S&p 500 Etf shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $278k | 531 | 522.58 |
| 2023-12-31 | $162k | 341 | 474.61 |
| 2023-09-30 | $140k | 328 | 426.83 |
| 2023-06-30 | $145k | 328 | 442.60 |
| 2023-03-31 | $200k | 489 | 409.39 |
| 2022-12-31 | $187k | 489 | 382.43 |
| 2022-09-30 | $141k | 395 | 356.96 |
| 2022-06-30 | $163k | 432 | 377.31 |
| 2022-03-31 | $154k | 341 | 451.61 |
| 2021-12-31 | $162k | 341 | 475.07 |
| 2021-09-30 | $164k | 381 | 430.45 |
| 2021-06-30 | $147k | 342 | 429.82 |
| 2021-03-31 | $136k | 341 | 398.83 |
| 2020-12-31 | $289k | 771 | 374.84 |
| 2020-09-30 | $199k | 594 | 335.02 |
| 2020-06-30 | $178k | 576 | 309.03 |
| 2020-03-31 | $141k | 547 | 257.77 |
| 2019-12-31 | $251k | 779 | 322.21 |