Spdr S&p 500 Etf shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $116M | 520k | 223.16 |
| 2024-06-30 | $68M | 125k | 544.22 |
| 2024-03-31 | $62M | 119k | 523.07 |
| 2018-09-30 | $4.0M | 14k | 290.71 |
| 2018-06-30 | $3.4M | 13k | 271.31 |
| 2018-03-31 | $3.5M | 13k | 263.16 |
| 2017-12-31 | $1.1M | 4.1k | 266.83 |