Spdr S&p 500 Etf shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by WESPAC Advisors SoCal
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $238k | 454 | 523.07 |
2023-12-31 | $308k | 648 | 475.31 |
2023-09-30 | $275k | 643 | 427.48 |
2022-06-30 | $1.7M | 4.5k | 377.17 |
2022-03-31 | $2.1M | 4.6k | 451.64 |
2021-12-31 | $527k | 3.4k | 154.55 |
2021-09-30 | $2.2M | 5.2k | 433.09 |
2021-06-30 | $2.1M | 4.9k | 427.96 |
2021-03-31 | $1.1M | 2.8k | 396.48 |
2020-12-31 | $925k | 2.5k | 374.04 |
2020-09-30 | $1.4M | 4.0k | 346.81 |
2020-06-30 | $1.2M | 3.7k | 317.71 |
2020-03-31 | $924k | 3.2k | 286.51 |
2019-12-31 | $388k | 1.2k | 321.99 |
2019-09-30 | $376k | 1.3k | 296.53 |
2019-06-30 | $290k | 993 | 292.04 |
2019-03-31 | $262k | 930 | 281.72 |
2018-12-31 | $7.5M | 30k | 249.92 |
2018-09-30 | $203k | 700 | 290.00 |
2018-06-30 | $244k | 900 | 271.11 |
2018-03-31 | $131k | 500 | 262.00 |
2017-12-31 | $126k | 475 | 265.26 |
2017-09-30 | $138k | 550 | 250.91 |
2017-06-30 | $163k | 675 | 241.48 |
2017-03-31 | $94k | 400 | 235.74 |
2016-12-31 | $89k | 400 | 223.53 |
2016-09-30 | $87k | 400 | 216.30 |
2016-06-30 | $94k | 450 | 209.47 |
2016-03-31 | $93k | 450 | 205.52 |
2015-12-31 | $91k | 450 | 202.22 |