Spdr S&p 500 Etf shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.8M | 15k | 586.10 |
| 2024-09-30 | $9.0M | 16k | 573.76 |
| 2024-06-30 | $10M | 19k | 544.21 |
| 2024-03-31 | $13M | 25k | 523.07 |
| 2023-09-30 | $11M | 27k | 427.48 |
| 2023-06-30 | $16M | 35k | 443.28 |
| 2023-03-31 | $16M | 40k | 409.39 |
| 2022-12-31 | $16M | 41k | 382.43 |
| 2022-09-30 | $17M | 48k | 357.18 |
| 2022-06-30 | $18M | 48k | 377.25 |
| 2022-03-31 | $17M | 39k | 451.64 |
| 2021-12-31 | $18M | 38k | 474.96 |
| 2021-09-30 | $23M | 54k | 429.14 |
| 2021-06-30 | $29M | 68k | 428.06 |
| 2021-03-31 | $19M | 47k | 396.32 |
| 2020-12-31 | $17M | 45k | 373.88 |
| 2020-09-30 | $23M | 68k | 334.90 |
| 2020-06-30 | $13M | 42k | 308.37 |
| 2020-03-31 | $8.7M | 34k | 257.74 |
| 2019-12-31 | $5.3M | 16k | 321.86 |
| 2019-09-30 | $4.7M | 16k | 296.78 |
| 2019-06-30 | $4.7M | 16k | 292.99 |
| 2019-03-31 | $4.5M | 16k | 282.47 |
| 2018-12-31 | $4.0M | 16k | 249.91 |
| 2018-09-30 | $3.5M | 12k | 290.69 |
| 2018-06-30 | $3.3M | 12k | 271.24 |
| 2018-03-31 | $3.2M | 12k | 263.13 |
| 2017-12-31 | $3.4M | 13k | 266.87 |
| 2017-09-30 | $3.0M | 12k | 251.24 |
| 2017-06-30 | $2.9M | 12k | 241.79 |
| 2017-03-31 | $2.8M | 12k | 233.42 |
| 2016-12-31 | $2.8M | 13k | 223.56 |
| 2016-09-30 | $2.6M | 12k | 212.54 |
| 2016-06-30 | $2.6M | 12k | 209.49 |
| 2016-03-31 | $2.2M | 11k | 205.56 |
| 2015-12-31 | $2.1M | 11k | 192.13 |
| 2015-09-30 | $2.0M | 11k | 191.62 |
| 2015-03-31 | $2.3M | 11k | 210.41 |
| 2014-12-31 | $2.2M | 11k | 204.24 |
| 2014-09-30 | $2.2M | 11k | 197.01 |
| 2014-06-30 | $2.1M | 11k | 197.10 |
| 2014-03-31 | $2.0M | 11k | 186.11 |
| 2013-12-31 | $2.0M | 11k | 184.29 |
| 2013-09-30 | $1.9M | 11k | 176.28 |
| 2013-06-30 | $1.8M | 11k | 169.58 |
| 2013-03-31 | $1.7M | 11k | 159.65 |