Spdr S&p 500 Etf shares owned by Birchcreek Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Birchcreek Wealth Management
from 13F filings
Historical chart of Birchcreek Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Birchcreek Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Birchcreek Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $893k | 1.6k | 573.69 |
2024-06-30 | $847k | 1.6k | 544.07 |
2024-03-31 | $814k | 1.6k | 523.18 |
2023-12-31 | $818k | 1.7k | 475.31 |
2023-09-30 | $671k | 1.6k | 427.40 |
2023-06-30 | $691k | 1.6k | 443.40 |
2023-03-31 | $570k | 1.4k | 409.44 |
2022-12-31 | $533k | 1.4k | 382.38 |
2022-09-30 | $569k | 1.6k | 357.41 |
2022-06-30 | $601k | 1.6k | 377.51 |
2022-03-31 | $252k | 557 | 452.42 |
2021-12-31 | $266k | 561 | 474.15 |
2020-12-31 | $132k | 356 | 370.79 |
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