Spdr S&p 500 Etf shares owned by Benchmark Financial Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Benchmark Financial Wealth Advisors
from 13F filings
Historical chart of Benchmark Financial Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Benchmark Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $32M | 60k | 523.07 |
| 2023-12-31 | $28M | 58k | 475.31 |
| 2023-09-30 | $23M | 53k | 427.48 |
| 2023-06-30 | $22M | 49k | 443.28 |
| 2023-03-31 | $15M | 36k | 409.39 |
| 2022-12-31 | $10M | 27k | 382.43 |
| 2022-09-30 | $6.6M | 19k | 357.17 |
| 2022-06-30 | $4.1M | 11k | 377.27 |
| 2022-03-31 | $5.7M | 13k | 451.61 |
| 2021-12-31 | $3.2M | 6.8k | 474.93 |
| 2021-09-30 | $2.4M | 5.5k | 429.06 |
| 2021-06-30 | $1.8M | 4.1k | 428.02 |
| 2021-03-31 | $1.0M | 2.5k | 396.29 |
| 2020-12-31 | $1.1M | 3.0k | 373.79 |
| 2020-09-30 | $861k | 2.6k | 334.89 |
| 2020-06-30 | $744k | 2.4k | 308.46 |
| 2020-03-31 | $568k | 2.2k | 257.83 |
| 2019-12-31 | $706k | 2.2k | 321.79 |
| 2019-09-30 | $649k | 2.2k | 296.75 |
| 2019-06-30 | $610k | 2.1k | 293.13 |
| 2019-03-31 | $586k | 2.1k | 282.41 |
| 2018-12-31 | $517k | 2.1k | 250.12 |
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