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Spdr S&p 500 Etf shares owned by Appleton Group Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Appleton Group Wealth Management from 13F filings

Historical chart of Appleton Group Wealth Management investment in Spdr S&p 500 Etf

Jan 2012Mar 2012May 2012Jul 2012Sep 20124M5M6M7M8M30k40k50k
Value ($)Share countHistorical SPY position of Appleton Group Wealth … Source: stockzoa.comValue ($)Share count

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All positions including Spdr S&p 500 Etf held by Appleton Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Appleton Group Wealth Management

Quarter filed Position value Share count Share price at filing
2012-09-30 $3.7M 26k 143.98
2012-06-30 $3.7M 27k 136.10
2012-03-31 $8.0M 57k 140.81
2011-12-31 $7.1M 56k 125.50