Spdr S&p 500 Etf shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors 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 LWS Wealth Advisors 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 LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 5.0k | 475.24 |
| 2023-09-30 | $2.2M | 5.0k | 427.44 |
| 2023-06-30 | $2.3M | 5.1k | 443.27 |
| 2023-03-31 | $2.7M | 6.5k | 409.36 |
| 2022-12-31 | $2.8M | 7.4k | 382.43 |
| 2022-09-30 | $1.7M | 4.8k | 357.10 |
| 2022-06-30 | $2.3M | 6.2k | 377.15 |
| 2022-03-31 | $2.3M | 5.0k | 451.64 |
| 2021-12-31 | $1.3M | 2.8k | 474.91 |
| 2021-09-30 | $1.2M | 2.9k | 428.97 |
| 2021-06-30 | $1.2M | 2.9k | 428.08 |
| 2021-03-31 | $1.1M | 2.8k | 396.50 |
| 2020-12-31 | $1.1M | 2.9k | 373.90 |
| 2020-09-30 | $843k | 2.5k | 334.92 |
| 2020-06-30 | $836k | 2.7k | 308.49 |
| 2020-03-31 | $803k | 3.1k | 257.62 |
| 2019-12-31 | $1.1M | 3.5k | 321.89 |