Spdr S&p 500 Etf shares owned by 4J Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by 4J Wealth Management
from 13F filings
Historical chart of 4J Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by 4J Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $738k | 1.3k | 573.76 |
| 2024-06-30 | $700k | 1.3k | 544.22 |
| 2024-03-31 | $673k | 1.3k | 523.07 |
| 2023-12-31 | $596k | 1.3k | 475.31 |
| 2023-09-30 | $921k | 2.2k | 427.48 |
| 2023-06-30 | $955k | 2.2k | 443.28 |
| 2023-03-31 | $930k | 2.3k | 409.39 |
| 2022-12-31 | $869k | 2.3k | 382.43 |
| 2022-09-30 | $807k | 2.3k | 357.08 |
| 2022-06-30 | $853k | 2.3k | 377.10 |
| 2022-03-31 | $1.0M | 2.2k | 451.74 |
| 2021-12-31 | $1.1M | 2.2k | 474.98 |
| 2021-09-30 | $956k | 2.2k | 429.08 |
| 2021-06-30 | $956k | 2.2k | 428.12 |
| 2021-03-31 | $899k | 2.3k | 396.21 |
| 2020-12-31 | $848k | 2.3k | 373.73 |