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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
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