Spdr S&p 500 Etf shares owned by JFG Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by JFG Wealth Management
from 13F filings
Historical chart of JFG Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by JFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.0M | 9.5k | 523.07 |
| 2023-12-31 | $1.9M | 4.0k | 475.31 |
| 2023-09-30 | $1.6M | 3.8k | 427.48 |
| 2023-06-30 | $1.7M | 3.8k | 443.28 |
| 2022-12-31 | $617k | 1.6k | 382.43 |
| 2022-09-30 | $580k | 1.6k | 356.70 |
| 2022-06-30 | $613k | 1.6k | 377.00 |
| 2022-03-31 | $931k | 2.1k | 451.50 |
| 2021-12-31 | $430k | 905 | 475.14 |
| 2021-09-30 | $402k | 939 | 428.12 |
| 2021-06-30 | $402k | 940 | 427.66 |
| 2021-03-31 | $887k | 2.2k | 396.16 |
| 2020-12-31 | $907k | 2.4k | 373.56 |
| 2020-09-30 | $339k | 1.0k | 334.89 |
| 2020-06-30 | $341k | 1.1k | 308.60 |