Spdr S&p 500 Etf shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $461k | 747 | 617.55 |
| 2025-06-30 | $473k | 749 | 631.96 |
| 2025-03-31 | $426k | 761 | 559.69 |
| 2024-12-31 | $510k | 848 | 601.68 |
| 2024-09-30 | $490k | 853 | 574.00 |
| 2024-06-30 | $464k | 851 | 545.16 |
| 2024-03-31 | $443k | 851 | 519.99 |
| 2023-12-31 | $402k | 845 | 475.31 |