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Spdr S&p 500 Etf shares owned by Sweet Financial Partners

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sweet Financial Partners from 13F filings

Historical chart of Sweet Financial Partners 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 Sweet Financial Partners 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 Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $289k 553 523.07
2023-12-31 $284k 597 475.31
2023-09-30 $249k 583 427.48
2023-06-30 $257k 579 443.28
2023-03-31 $230k 561 409.39
2022-06-30 $214k 566 378.09
2022-03-31 $294k 650 452.31
2021-12-31 $259k 546 474.36