Spdr S&p 500 Etf shares owned by Wiser Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wiser Wealth Management
from 13F filings
Historical chart of Wiser Wealth Management 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 Wiser Wealth Management 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 Wiser Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $706k | 1.4k | 522.93 |
| 2023-12-31 | $631k | 1.4k | 467.20 |
| 2023-09-30 | $576k | 1.3k | 427.48 |
| 2023-06-30 | $712k | 1.6k | 443.42 |
| 2023-03-31 | $721k | 1.8k | 409.38 |
| 2022-12-31 | $606k | 1.6k | 382.47 |
| 2022-09-30 | $516k | 1.4k | 357.34 |
| 2022-06-30 | $542k | 1.4k | 377.44 |
| 2022-03-31 | $634k | 1.4k | 451.57 |
| 2021-12-31 | $612k | 1.3k | 474.79 |
| 2021-09-30 | $552k | 1.3k | 429.24 |
| 2021-06-30 | $550k | 1.3k | 427.68 |
| 2021-03-31 | $510k | 1.3k | 396.58 |
| 2020-12-31 | $481k | 1.3k | 374.03 |
More positions owned by Wiser Wealth Management
Home Depot (HD)
View all positions for Wiser Wealth Management