Spdr S&p 500 Etf shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy Wealth Planning investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Legacy Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $257k | 719 | 357.44 |
| 2022-06-30 | $384k | 1.0k | 376.84 |
| 2022-03-31 | $600k | 1.3k | 451.81 |
| 2021-12-31 | $748k | 1.6k | 474.92 |
| 2021-09-30 | $782k | 1.8k | 428.96 |
| 2021-06-30 | $757k | 1.8k | 427.93 |
| 2021-03-31 | $617k | 1.6k | 396.27 |
| 2020-12-31 | $571k | 1.5k | 373.69 |
| 2020-09-30 | $395k | 1.2k | 335.31 |
| 2020-06-30 | $363k | 1.2k | 308.15 |
| 2020-03-31 | $306k | 1.2k | 257.58 |
| 2019-12-31 | $394k | 1.2k | 321.63 |