Spdr S&p 500 Etf shares owned by Selective Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 3.8k | 514.10 |
| 2023-12-31 | $1.8M | 3.9k | 467.32 |
| 2023-09-30 | $1.4M | 3.4k | 424.66 |
| 2023-06-30 | $2.4M | 5.4k | 439.65 |
| 2022-12-31 | $2.4M | 6.2k | 395.89 |
| 2022-09-30 | $1.9M | 5.4k | 357.20 |
| 2022-06-30 | $2.1M | 5.7k | 377.20 |
| 2022-03-31 | $1.6M | 3.5k | 451.49 |
| 2021-12-31 | $873k | 1.8k | 474.97 |
| 2021-09-30 | $147k | 342 | 429.82 |
| 2021-06-30 | $49k | 124 | 395.16 |
| 2021-03-31 | $49k | 124 | 395.16 |
| 2020-12-31 | $74k | 198 | 373.74 |
| 2020-09-30 | $14k | 41 | 341.46 |
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