Spdr S&p 500 Etf shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $55M | 96k | 573.75 |
| 2024-06-30 | $54M | 99k | 544.21 |
| 2024-03-31 | $54M | 103k | 523.07 |
| 2023-12-31 | $50M | 106k | 475.31 |
| 2023-09-30 | $46M | 108k | 427.48 |
| 2023-06-30 | $52M | 116k | 443.28 |
| 2023-03-31 | $49M | 120k | 409.39 |
| 2022-12-31 | $46M | 121k | 382.43 |
| 2022-09-30 | $44M | 124k | 357.18 |
| 2022-06-30 | $47M | 126k | 377.25 |
| 2022-03-31 | $69M | 152k | 451.64 |
| 2021-12-31 | $80M | 169k | 474.96 |
| 2021-09-30 | $73M | 170k | 429.14 |
| 2021-06-30 | $71M | 167k | 428.06 |
| 2021-03-31 | $60M | 152k | 396.33 |
| 2020-12-31 | $56M | 151k | 373.88 |
| 2020-09-30 | $46M | 138k | 334.89 |
| 2020-06-30 | $40M | 129k | 308.36 |
| 2020-03-31 | $35M | 135k | 257.75 |
| 2019-12-31 | $39M | 119k | 323.41 |
| 2019-09-30 | $37M | 124k | 296.77 |
| 2019-06-30 | $35M | 120k | 293.00 |
| 2019-03-31 | $31M | 109k | 283.71 |
| 2018-12-31 | $30M | 120k | 251.36 |