Spdr S&p 500 Etf shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate 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 Accurate 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 Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 33k | 662.23 |
| 2025-06-30 | $21M | 34k | 625.83 |
| 2025-03-31 | $18M | 33k | 533.93 |
| 2024-12-31 | $18M | 30k | 580.50 |
| 2024-09-30 | $8.9M | 15k | 579.82 |
| 2024-06-30 | $3.9M | 6.9k | 561.53 |
| 2024-03-31 | $3.3M | 6.7k | 495.15 |
| 2023-12-31 | $3.9M | 8.2k | 476.34 |
| 2023-09-30 | $3.7M | 8.4k | 436.04 |
| 2023-06-30 | $5.1M | 11k | 449.28 |
| 2023-03-31 | $6.2M | 15k | 409.60 |
| 2022-12-31 | $6.6M | 17k | 390.59 |
| 2022-09-30 | $4.1M | 8.7k | 471.63 |
| 2022-06-30 | $2.1M | 5.5k | 387.51 |
| 2022-03-31 | $2.4M | 5.4k | 451.60 |
| 2021-12-31 | $634k | 1.4k | 459.09 |
| 2021-09-30 | $527k | 1.2k | 433.74 |
| 2021-06-30 | $478k | 1.1k | 428.32 |
More positions owned by Accurate Wealth Management
View all positions for Accurate Wealth Management