Spdr S&p 500 Etf shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 21k | 573.75 |
| 2024-06-30 | $12M | 22k | 544.22 |
| 2024-03-31 | $12M | 23k | 523.07 |
| 2023-12-31 | $10M | 21k | 475.32 |
| 2023-09-30 | $8.3M | 20k | 427.48 |
| 2023-06-30 | $9.3M | 21k | 443.28 |
| 2023-03-31 | $7.0M | 17k | 409.38 |
| 2022-12-31 | $6.3M | 16k | 382.43 |
| 2022-09-30 | $5.3M | 15k | 357.14 |