Spdr S&p 500 Etf shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 3.2k | 573.84 |
| 2024-06-30 | $1.8M | 3.3k | 544.27 |
| 2024-03-31 | $1.7M | 3.3k | 523.10 |
| 2023-12-31 | $1.5M | 3.1k | 475.32 |
| 2023-09-30 | $1.3M | 3.1k | 427.47 |
| 2023-06-30 | $1.4M | 3.1k | 443.25 |
| 2023-03-31 | $1.3M | 3.3k | 409.34 |
| 2022-12-31 | $1.3M | 3.5k | 382.48 |
| 2022-09-30 | $1.3M | 3.5k | 357.18 |
| 2022-06-30 | $1.3M | 3.5k | 377.27 |
| 2022-03-31 | $1.6M | 3.5k | 451.60 |
| 2021-12-31 | $1.5M | 3.1k | 475.10 |
| 2021-09-30 | $1.2M | 2.7k | 429.05 |
| 2021-06-30 | $1.1M | 2.7k | 427.88 |
| 2021-03-31 | $1.1M | 2.7k | 396.40 |
| 2020-12-31 | $1.0M | 2.7k | 373.88 |
| 2020-09-30 | $875k | 2.7k | 326.49 |
| 2020-06-30 | $829k | 2.7k | 308.29 |
| 2020-03-31 | $766k | 2.7k | 287.21 |
| 2019-12-31 | $881k | 2.7k | 321.89 |