Spdr S&p 500 Etf shares owned by KFA Private Wealth Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by KFA Private Wealth Group
from 13F filings
Historical chart of KFA Private Wealth Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by KFA Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 5.0k | 523.03 |
| 2023-12-31 | $2.2M | 4.7k | 475.27 |
| 2023-09-30 | $2.0M | 4.6k | 427.48 |
| 2023-06-30 | $1.9M | 4.4k | 443.36 |
| 2023-03-31 | $1.7M | 4.3k | 409.40 |
| 2022-12-31 | $1.6M | 4.3k | 382.41 |
| 2022-09-30 | $1.6M | 4.5k | 357.25 |
| 2022-06-30 | $1.7M | 4.5k | 377.17 |
| 2022-03-31 | $1.6M | 3.6k | 451.70 |
| 2021-12-31 | $1.9M | 4.0k | 474.89 |
| 2021-09-30 | $1.7M | 4.0k | 429.10 |
| 2021-06-30 | $1.7M | 4.0k | 428.00 |
| 2021-03-31 | $1.8M | 4.4k | 396.30 |
| 2020-12-31 | $1.6M | 4.3k | 373.82 |
| 2020-09-30 | $1.4M | 4.1k | 334.94 |
| 2020-06-30 | $999k | 3.2k | 308.33 |
| 2020-03-31 | $1.0M | 3.9k | 257.61 |
| 2019-12-31 | $1.4M | 4.3k | 321.82 |