Spdr S&p 500 Etf shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 34k | 667.97 |
| 2025-06-30 | $21M | 34k | 619.57 |
| 2025-03-31 | $19M | 34k | 561.09 |
| 2024-12-31 | $20M | 33k | 588.05 |
| 2024-09-30 | $18M | 31k | 575.51 |
| 2024-06-30 | $17M | 31k | 545.99 |
| 2024-03-31 | $17M | 33k | 524.62 |
| 2023-12-31 | $16M | 34k | 478.60 |
| 2023-09-30 | $15M | 34k | 429.08 |
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