Spdr S&p 500 Etf shares owned by Bogart Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $512k | 978 | 523.32 |
| 2023-12-31 | $389k | 818 | 475.14 |
| 2023-09-30 | $311k | 728 | 427.45 |
| 2023-06-30 | $507k | 1.1k | 443.18 |
| 2023-03-31 | $464k | 1.1k | 409.55 |
| 2022-12-31 | $433k | 1.1k | 382.46 |
| 2022-09-30 | $438k | 1.2k | 357.26 |
| 2022-06-30 | $141k | 374 | 377.01 |
| 2022-03-31 | $29k | 64 | 453.13 |
| 2021-12-31 | $68k | 142 | 478.87 |
| 2021-09-30 | $61k | 142 | 429.58 |
| 2021-06-30 | $172k | 401 | 428.93 |
| 2021-03-31 | $223k | 563 | 396.09 |
| 2020-12-31 | $200k | 537 | 372.44 |
| 2020-09-30 | $179k | 537 | 333.33 |
| 2020-06-30 | $166k | 537 | 309.12 |
| 2020-03-31 | $138k | 537 | 256.98 |
| 2019-12-31 | $183k | 570 | 321.05 |
| 2019-09-30 | $13M | 13M | 1.01 |
| 2019-06-30 | $167k | 570 | 292.98 |
| 2019-03-31 | $172k | 610 | 281.97 |
| 2018-12-31 | $153k | 615 | 248.78 |
| 2018-09-30 | $180k | 618 | 291.26 |
| 2018-06-30 | $167k | 618 | 270.23 |
| 2018-03-31 | $183k | 688 | 265.99 |
| 2017-12-31 | $183k | 684 | 267.54 |
| 2017-09-30 | $196k | 770 | 254.55 |
| 2017-06-30 | $225k | 931 | 241.68 |
| 2017-03-31 | $228k | 965 | 236.27 |
| 2016-12-31 | $7.3M | 33k | 223.53 |