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Spdr S&p 500 Etf shares owned by Sendero Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sendero Wealth Management from 13F filings

Historical chart of Sendero Wealth Management 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 Sendero Wealth Management 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 Sendero Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $717k 1.4k 523.07
2023-12-31 $931k 2.0k 475.31
2023-09-30 $714k 1.7k 427.48
2023-06-30 $741k 1.7k 443.28
2023-03-31 $816k 2.0k 409.39
2022-12-31 $760k 2.0k 382.43
2022-09-30 $737k 2.1k 357.42
2022-06-30 $798k 2.1k 377.13
2021-12-31 $250k 527 474.38