Spdr S&p 500 Etf shares owned by True Wealth Design
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design 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 True Wealth Design consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $86k | 164 | 523.07 |
| 2023-12-31 | $108k | 227 | 475.31 |
| 2023-09-30 | $97k | 227 | 427.48 |
| 2023-06-30 | $101k | 227 | 443.28 |
| 2023-03-31 | $124k | 303 | 409.39 |
| 2022-12-31 | $121k | 317 | 382.43 |