Spdr S&p 500 Etf shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $919k | 1.6k | 580.34 |
| 2024-09-30 | $923k | 1.6k | 582.33 |
| 2024-06-30 | $731k | 1.3k | 544.03 |
| 2024-03-31 | $682k | 1.3k | 522.93 |
| 2023-12-31 | $527k | 1.1k | 475.31 |
| 2023-09-30 | $374k | 875 | 427.48 |
| 2023-06-30 | $319k | 719 | 443.28 |
| 2023-03-31 | $294k | 717 | 409.39 |
| 2022-12-31 | $274k | 716 | 382.43 |
| 2022-09-30 | $272k | 728 | 373.63 |
| 2022-06-30 | $267k | 708 | 377.12 |
| 2022-03-31 | $202k | 427 | 473.07 |
| 2021-12-31 | $202k | 427 | 473.07 |
| 2020-12-31 | $290k | 778 | 372.75 |
| 2020-09-30 | $274k | 821 | 333.74 |
| 2020-06-30 | $258k | 839 | 307.51 |
| 2020-03-31 | $778k | 3.0k | 257.45 |
| 2019-12-31 | $1.9M | 6.0k | 321.79 |
| 2019-09-30 | $208k | 703 | 295.87 |