Spdr S&p 500 Etf shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth 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 180 Wealth 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 180 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $462k | 977 | 472.68 |
| 2023-09-30 | $270k | 632 | 427.52 |
| 2023-06-30 | $281k | 632 | 443.83 |
| 2023-03-31 | $269k | 658 | 409.33 |
| 2022-12-31 | $270k | 666 | 404.69 |
| 2022-09-30 | $238k | 666 | 357.36 |
| 2022-06-30 | $254k | 666 | 381.38 |
| 2022-03-31 | $301k | 676 | 445.27 |
| 2021-12-31 | $270k | 616 | 438.31 |
| 2021-09-30 | $275k | 617 | 445.71 |
| 2021-06-30 | $273k | 617 | 442.46 |
| 2021-03-31 | $256k | 617 | 414.91 |
| 2020-12-31 | $235k | 620 | 379.03 |
| 2020-09-30 | $218k | 634 | 343.85 |
| 2020-06-30 | $230k | 715 | 321.68 |
| 2019-12-31 | $240k | 731 | 328.32 |
| 2019-09-30 | $217k | 731 | 296.85 |
| 2019-06-30 | $215k | 731 | 294.12 |
| 2019-03-31 | $212k | 736 | 288.04 |