Spdr S&p 500 Etf shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 2.1k | 573.82 |
| 2024-06-30 | $1.1M | 2.1k | 544.28 |
| 2024-03-31 | $1.1M | 2.1k | 523.12 |
| 2023-12-31 | $2.6M | 5.5k | 475.32 |
| 2023-09-30 | $901k | 2.1k | 427.51 |
| 2023-06-30 | $941k | 2.1k | 443.30 |
| 2023-03-31 | $909k | 2.2k | 409.41 |
| 2022-12-31 | $4.8M | 13k | 382.43 |
| 2022-09-30 | $1.8M | 5.1k | 357.13 |
| 2022-06-30 | $2.0M | 5.2k | 377.25 |
| 2022-03-31 | $2.3M | 5.1k | 451.66 |
| 2021-12-31 | $4.1M | 8.6k | 474.96 |
| 2021-09-30 | $1.8M | 4.1k | 429.03 |
| 2021-06-30 | $1.6M | 3.8k | 428.23 |
| 2021-03-31 | $1.8M | 4.5k | 396.43 |
More positions owned by Aurum Wealth Management Group
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