Spdr S&p 500 Etf shares owned by Southern Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Southern Wealth Management
from 13F filings
Historical chart of Southern Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Southern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.9M | 4.6k | 409.35 |
| 2022-12-31 | $1.8M | 4.7k | 382.43 |
| 2022-09-30 | $1.8M | 4.7k | 386.17 |
| 2022-06-30 | $1.9M | 5.0k | 377.29 |
| 2022-03-31 | $1.7M | 3.8k | 451.61 |
| 2021-12-31 | $2.2M | 4.6k | 475.02 |
| 2021-09-30 | $1.5M | 3.4k | 429.11 |
| 2021-06-30 | $1.5M | 3.4k | 442.44 |
| 2021-03-31 | $1.3M | 3.3k | 396.34 |
| 2020-12-31 | $1.3M | 3.5k | 373.85 |
| 2020-09-30 | $1.2M | 3.5k | 335.04 |
| 2020-06-30 | $1.6M | 5.2k | 308.33 |
| 2020-03-31 | $280k | 1.1k | 257.83 |
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