Spdr S&p 500 Etf shares owned by Berry Wealth Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Berry Wealth Group
from 13F filings
Historical chart of Berry Wealth Group investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Berry Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $359k | 626 | 573.76 |
2024-06-30 | $312k | 573 | 544.22 |
2024-03-31 | $300k | 573 | 523.07 |
2023-12-31 | $272k | 573 | 475.31 |
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