Spdr S&p 500 Etf shares owned by Prosperity Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 5.7k | 523.07 |
| 2023-12-31 | $3.0M | 6.2k | 475.31 |
| 2023-09-30 | $2.7M | 6.3k | 427.48 |
| 2023-06-30 | $2.9M | 6.5k | 443.28 |
| 2023-03-31 | $2.8M | 6.7k | 409.39 |
| 2022-12-31 | $2.7M | 7.2k | 377.34 |
| 2022-09-30 | $2.6M | 7.2k | 357.19 |
| 2022-06-30 | $2.7M | 7.5k | 363.89 |
| 2022-03-31 | $3.3M | 7.5k | 438.06 |
| 2021-12-31 | $3.6M | 7.5k | 474.94 |
| 2021-09-30 | $3.3M | 7.8k | 429.18 |
| 2021-06-30 | $3.4M | 7.8k | 428.04 |
| 2021-03-31 | $3.3M | 8.3k | 396.34 |
| 2020-12-31 | $3.2M | 8.4k | 373.84 |