Spdr S&p 500 Etf shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 2.1k | 523.18 |
| 2023-12-31 | $989k | 2.1k | 475.30 |
| 2023-09-30 | $916k | 2.1k | 427.45 |
| 2023-06-30 | $959k | 2.2k | 443.34 |
| 2023-03-31 | $922k | 2.3k | 409.56 |
| 2022-12-31 | $867k | 2.3k | 382.50 |
| 2022-09-30 | $864k | 2.4k | 357.47 |
| 2022-06-30 | $888k | 2.4k | 377.07 |
| 2022-03-31 | $1.0M | 2.2k | 451.71 |
| 2021-12-31 | $1.1M | 2.3k | 474.95 |
| 2021-09-30 | $1.1M | 2.6k | 429.23 |
| 2021-06-30 | $1.6M | 3.7k | 428.07 |
| 2021-03-31 | $1.7M | 4.3k | 396.33 |
| 2020-12-31 | $1.6M | 4.3k | 373.81 |
| 2020-09-30 | $1.5M | 4.5k | 334.95 |
| 2020-06-30 | $1.4M | 4.5k | 308.27 |
| 2020-03-31 | $1.2M | 4.5k | 257.71 |
| 2019-12-31 | $1.3M | 4.2k | 321.85 |
More positions owned by Sugarloaf Wealth Management
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