Spdr S&p 500 Etf shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $829k | 1.4k | 573.76 |
| 2024-06-30 | $870k | 1.6k | 544.22 |
| 2024-03-31 | $836k | 1.6k | 523.07 |
| 2023-12-31 | $760k | 1.6k | 475.31 |
| 2023-09-30 | $696k | 1.6k | 427.48 |
| 2023-06-30 | $766k | 1.7k | 443.28 |
| 2023-03-31 | $728k | 1.8k | 409.39 |
| 2022-12-31 | $684k | 1.8k | 382.43 |
| 2022-09-30 | $635k | 1.8k | 356.94 |
| 2022-06-30 | $671k | 1.8k | 377.18 |
| 2022-03-31 | $916k | 2.0k | 451.45 |
| 2021-12-31 | $964k | 2.0k | 475.11 |
| 2021-09-30 | $978k | 2.3k | 429.14 |
| 2021-06-30 | $976k | 2.3k | 428.26 |
| 2021-03-31 | $903k | 2.3k | 396.23 |
| 2020-12-31 | $852k | 2.3k | 373.85 |
| 2020-09-30 | $688k | 2.1k | 334.96 |
| 2020-06-30 | $633k | 2.1k | 308.18 |
| 2020-03-31 | $637k | 2.5k | 257.58 |
| 2019-12-31 | $812k | 2.5k | 321.84 |
| 2019-09-30 | $717k | 2.4k | 296.53 |
| 2019-06-30 | $707k | 2.4k | 293.12 |
| 2019-03-31 | $680k | 2.4k | 282.63 |
| 2018-12-31 | $836k | 3.3k | 249.93 |
| 2018-09-30 | $728k | 2.5k | 290.85 |
| 2018-06-30 | $677k | 2.5k | 271.13 |
| 2018-03-31 | $656k | 2.5k | 263.24 |
| 2017-12-31 | $664k | 2.5k | 266.99 |
| 2017-09-30 | $623k | 2.5k | 251.11 |
| 2017-06-30 | $598k | 2.5k | 241.62 |
| 2017-03-31 | $582k | 2.5k | 235.63 |
| 2016-12-31 | $640k | 2.9k | 223.54 |
More positions owned by Concentric Wealth Management
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