Spdr S&p 500 Etf shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27M | 47k | 573.77 |
| 2024-06-30 | $26M | 47k | 544.22 |
| 2024-03-31 | $25M | 48k | 523.07 |
| 2023-12-31 | $23M | 48k | 475.31 |
| 2023-09-30 | $21M | 49k | 427.47 |
| 2023-06-30 | $22M | 50k | 443.28 |
| 2023-03-31 | $21M | 50k | 409.39 |
| 2022-12-31 | $19M | 50k | 382.44 |
| 2022-09-30 | $18M | 51k | 357.18 |
| 2022-06-30 | $19M | 50k | 377.24 |
| 2022-03-31 | $23M | 50k | 451.64 |
| 2021-12-31 | $25M | 52k | 474.95 |
| 2021-09-30 | $23M | 55k | 429.14 |
| 2021-06-30 | $23M | 55k | 428.06 |
| 2021-03-31 | $22M | 56k | 396.32 |
| 2020-12-31 | $21M | 56k | 373.88 |
| 2020-09-30 | $19M | 56k | 334.89 |
| 2020-06-30 | $18M | 59k | 308.35 |
| 2020-03-31 | $16M | 60k | 257.74 |
| 2019-12-31 | $20M | 62k | 321.86 |
| 2019-09-30 | $18M | 62k | 296.77 |
| 2019-06-30 | $18M | 62k | 293.00 |
| 2019-03-31 | $18M | 63k | 282.47 |
| 2018-12-31 | $16M | 63k | 249.92 |
| 2018-09-30 | $20M | 67k | 290.72 |
| 2018-06-30 | $18M | 66k | 271.28 |
| 2018-03-31 | $18M | 67k | 263.14 |
| 2017-12-31 | $20M | 75k | 266.86 |
| 2017-09-30 | $19M | 75k | 251.23 |
| 2017-06-30 | $18M | 76k | 241.80 |
| 2017-03-31 | $17M | 73k | 235.74 |
| 2016-12-31 | $17M | 76k | 223.54 |
| 2016-09-30 | $78k | 17k | 4.62 |
| 2016-06-30 | $18M | 84k | 209.47 |
| 2016-03-31 | $18M | 88k | 205.52 |
| 2015-12-31 | $19M | 94k | 203.87 |
| 2015-09-30 | $18M | 92k | 191.63 |
| 2015-06-30 | $20M | 96k | 205.85 |
| 2015-03-31 | $21M | 100k | 206.43 |
| 2014-12-31 | $21M | 100k | 205.54 |
| 2014-09-30 | $20M | 103k | 197.02 |
| 2014-06-30 | $21M | 106k | 195.72 |
| 2014-03-31 | $20M | 108k | 187.01 |
| 2013-12-31 | $20M | 108k | 184.68 |
| 2013-09-30 | $21M | 125k | 168.01 |
| 2013-06-30 | $21M | 131k | 160.42 |