Spdr S&p 500 Etf shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors 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 WMG Financial Advisors 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 WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 2.9k | 523.07 |
| 2023-12-31 | $1.3M | 2.8k | 475.31 |
| 2023-09-30 | $1.1M | 2.6k | 427.48 |
| 2023-06-30 | $2.4M | 5.4k | 443.28 |
| 2022-12-31 | $232k | 607 | 382.43 |
| 2022-09-30 | $230k | 641 | 358.81 |
| 2022-06-30 | $242k | 642 | 376.95 |
| 2022-03-31 | $322k | 712 | 452.25 |
| 2021-12-31 | $350k | 745 | 469.80 |