Spdr S&p 500 Etf shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $39M | 88k | 443.28 |
| 2023-03-31 | $36M | 87k | 409.39 |
| 2022-12-31 | $36M | 95k | 382.43 |
| 2022-09-30 | $30M | 83k | 357.18 |
| 2022-06-30 | $34M | 91k | 377.25 |
| 2022-03-31 | $72M | 159k | 451.64 |
| 2021-12-31 | $29M | 61k | 474.95 |
| 2021-09-30 | $26M | 61k | 429.14 |
| 2021-06-30 | $29M | 67k | 428.06 |
| 2021-03-31 | $23M | 58k | 396.33 |
| 2020-12-31 | $21M | 56k | 373.88 |
| 2020-09-30 | $15M | 44k | 334.88 |
| 2020-06-30 | $15M | 47k | 308.36 |
| 2020-03-31 | $12M | 46k | 257.74 |
| 2019-12-31 | $3.7M | 11k | 321.88 |
| 2019-09-30 | $3.0M | 10k | 296.80 |
| 2019-06-30 | $3.0M | 10k | 293.06 |
| 2019-03-31 | $3.1M | 11k | 282.51 |
| 2018-12-31 | $2.8M | 11k | 249.93 |
| 2018-09-30 | $3.1M | 11k | 290.78 |
| 2018-06-30 | $3.2M | 12k | 271.26 |
| 2018-03-31 | $2.3M | 8.9k | 263.18 |
| 2017-12-31 | $2.4M | 9.0k | 266.80 |
| 2017-09-30 | $2.3M | 9.0k | 251.20 |
| 2017-06-30 | $1.8M | 7.4k | 241.84 |
| 2017-03-31 | $1.7M | 7.3k | 235.79 |
| 2016-12-31 | $1.6M | 7.0k | 223.50 |