Spdr S&p 500 Etf shares owned by Beta Wealth
Historical chart of Beta Wealth 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 Beta Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 2.9k | 585.98 |
| 2024-09-30 | $1.7M | 3.0k | 573.85 |
| 2024-06-30 | $1.6M | 3.0k | 544.25 |
| 2024-03-31 | $580k | 1.1k | 523.01 |
| 2023-12-31 | $400k | 841 | 475.43 |
| 2023-09-30 | $350k | 818 | 427.23 |
| 2023-06-30 | $362k | 816 | 443.26 |
| 2023-03-31 | $335k | 819 | 409.56 |
| 2022-12-31 | $312k | 816 | 382.66 |
| 2022-09-30 | $290k | 811 | 357.58 |
| 2022-06-30 | $305k | 808 | 377.48 |
| 2022-03-31 | $368k | 814 | 452.09 |
| 2021-12-31 | $428k | 996 | 429.72 |
| 2021-09-30 | $428k | 996 | 429.72 |
| 2021-06-30 | $483k | 1.1k | 427.81 |
| 2021-03-31 | $447k | 1.1k | 396.63 |
| 2014-03-31 | $243k | 1.3k | 187.36 |
| 2013-12-31 | $244k | 1.3k | 184.71 |