Spdr S&p 500 Etf shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare 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 AllSquare 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 AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $883k | 1.4k | 617.85 |
| 2025-03-31 | $819k | 1.5k | 559.39 |
| 2024-12-31 | $864k | 1.5k | 586.08 |
| 2024-09-30 | $846k | 1.5k | 573.76 |
| 2024-06-30 | $832k | 1.5k | 544.22 |
| 2024-03-31 | $789k | 1.5k | 523.07 |
| 2023-12-31 | $694k | 1.5k | 475.31 |
| 2023-09-30 | $624k | 1.5k | 427.48 |
| 2023-06-30 | $655k | 1.6k | 420.18 |
| 2023-03-31 | $667k | 1.6k | 409.39 |
| 2022-12-31 | $629k | 1.6k | 382.43 |
| 2022-09-30 | $587k | 1.6k | 357.06 |
| 2022-06-30 | $639k | 1.7k | 377.21 |
| 2022-03-31 | $783k | 1.7k | 451.56 |
| 2021-12-31 | $1.2M | 2.5k | 475.09 |
| 2021-09-30 | $1.1M | 2.5k | 429.26 |
| 2021-06-30 | $1.2M | 2.7k | 427.88 |
| 2021-03-31 | $1.5M | 3.8k | 396.35 |
| 2020-12-31 | $1.2M | 3.3k | 374.03 |
| 2020-09-30 | $1.7M | 5.0k | 334.87 |
| 2020-06-30 | $1.2M | 3.9k | 308.29 |
| 2020-03-31 | $1.0M | 4.0k | 257.81 |
| 2019-12-31 | $1.3M | 3.9k | 321.86 |
| 2019-09-30 | $1.1M | 3.7k | 296.82 |
| 2019-06-30 | $1.1M | 3.8k | 293.03 |
| 2019-03-31 | $971k | 3.4k | 282.43 |
| 2018-12-31 | $835k | 3.3k | 250.00 |
| 2018-09-30 | $778k | 2.7k | 290.84 |
| 2018-06-30 | $254k | 937 | 271.08 |
| 2018-03-31 | $169k | 642 | 263.24 |
| 2017-12-31 | $61k | 227 | 268.72 |
| 2017-09-30 | $39k | 154 | 253.25 |
| 2017-06-30 | $37k | 154 | 240.26 |
| 2017-03-31 | $36k | 154 | 233.77 |
| 2016-12-31 | $32k | 141 | 226.95 |
| 2016-09-30 | $7.0k | 34 | 205.88 |
| 2016-06-30 | $7.0k | 34 | 205.88 |
| 2016-03-31 | $7.0k | 34 | 205.88 |
| 2015-12-31 | $7.0k | 34 | 205.88 |
| 2015-09-30 | $7.0k | 34 | 205.88 |
| 2015-06-30 | $7.0k | 34 | 205.88 |
More positions owned by AllSquare Wealth Management
View all positions for AllSquare Wealth Management