Spdr S&p 500 Etf shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private 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 Beverly Hills Private 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 Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $521k | 782 | 666.21 |
| 2025-06-30 | $328k | 531 | 617.89 |
| 2025-03-31 | $297k | 531 | 559.43 |
| 2024-12-31 | $311k | 531 | 585.66 |
| 2024-09-30 | $260k | 453 | 573.33 |
| 2024-03-31 | $229k | 437 | 523.64 |
| 2023-12-31 | $208k | 437 | 475.04 |
| 2022-12-31 | $277k | 725 | 382.43 |
More positions owned by Beverly Hills Private Wealth
View all positions for Beverly Hills Private Wealth