Spdr S&p 500 Etf shares owned by Rockwood Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Rockwood Wealth Management
from 13F filings
Historical chart of Rockwood Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Rockwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 2.3k | 523.03 |
| 2023-12-31 | $1.1M | 2.2k | 475.27 |
| 2023-09-30 | $1.0M | 2.3k | 427.45 |
| 2023-06-30 | $839k | 1.9k | 443.25 |
| 2023-03-31 | $539k | 1.3k | 409.44 |
| 2022-09-30 | $410k | 1.1k | 357.31 |
| 2022-06-30 | $587k | 1.6k | 377.38 |
| 2022-03-31 | $261k | 577 | 451.76 |
| 2021-12-31 | $281k | 591 | 475.09 |
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