Spdr S&p 500 Etf shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Private Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr S&p 500 Etf by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $980k | 2.1k | 475.30 |
| 2023-09-30 | $881k | 2.1k | 427.55 |
| 2023-06-30 | $935k | 2.1k | 443.24 |
| 2023-03-31 | $894k | 2.2k | 409.43 |
| 2022-12-31 | $806k | 2.1k | 382.52 |
| 2022-09-30 | $726k | 2.0k | 357.11 |
| 2022-06-30 | $747k | 2.0k | 376.89 |
| 2022-03-31 | $896k | 2.0k | 452.30 |
| 2021-12-31 | $941k | 2.0k | 475.01 |
| 2021-09-30 | $937k | 2.2k | 429.80 |
| 2021-06-30 | $848k | 2.0k | 428.28 |
| 2021-03-31 | $784k | 2.0k | 396.16 |
| 2020-12-31 | $767k | 2.1k | 373.96 |
| 2020-09-30 | $1.2M | 3.6k | 334.67 |
| 2020-06-30 | $563k | 1.8k | 308.66 |
| 2020-03-31 | $480k | 1.9k | 257.51 |
| 2019-12-31 | $598k | 1.9k | 322.02 |