Spdr S&p 500 Etf shares owned by Edge Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Edge Wealth Management
from 13F filings
Historical chart of Edge Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 6.7k | 523.06 |
| 2023-12-31 | $3.1M | 6.6k | 475.41 |
| 2023-09-30 | $2.8M | 6.5k | 427.51 |
| 2023-06-30 | $2.9M | 6.5k | 443.28 |
| 2023-03-31 | $2.8M | 6.8k | 409.19 |
| 2022-12-31 | $2.7M | 7.1k | 379.24 |
| 2022-09-30 | $2.8M | 7.7k | 361.46 |
| 2022-06-30 | $2.7M | 7.1k | 377.27 |
| 2022-03-31 | $2.9M | 6.4k | 451.67 |
| 2021-12-31 | $2.4M | 5.0k | 475.06 |
| 2021-09-30 | $2.1M | 4.8k | 429.08 |
| 2021-06-30 | $2.0M | 4.6k | 428.05 |
| 2021-03-31 | $2.2M | 5.6k | 396.38 |
| 2020-12-31 | $1.9M | 5.0k | 373.56 |
| 2020-09-30 | $1.4M | 4.0k | 334.90 |
| 2020-06-30 | $1.4M | 4.4k | 308.44 |
| 2020-03-31 | $1.6M | 6.0k | 260.14 |
| 2019-09-30 | $1.2M | 4.1k | 296.56 |
| 2019-06-30 | $997k | 3.4k | 292.55 |
| 2019-03-31 | $845k | 3.0k | 282.70 |
| 2018-12-31 | $895k | 3.6k | 249.79 |
| 2018-09-30 | $977k | 3.4k | 290.86 |
| 2018-06-30 | $905k | 3.3k | 271.36 |
| 2018-03-31 | $1.1M | 4.1k | 263.27 |
| 2017-12-31 | $639k | 2.4k | 267.48 |
| 2017-09-30 | $584k | 2.3k | 251.18 |
| 2017-06-30 | $383k | 1.6k | 242.41 |
| 2017-03-31 | $373k | 1.6k | 236.23 |
| 2016-12-31 | $1.3M | 6.0k | 223.33 |
| 2016-09-30 | $1.2M | 5.8k | 216.31 |
| 2016-06-30 | $224k | 1.1k | 208.96 |
| 2016-03-31 | $160k | 780 | 205.13 |
| 2015-12-31 | $149k | 726 | 205.23 |
| 2015-09-30 | $158k | 830 | 190.36 |
| 2015-06-30 | $121k | 584 | 207.19 |
| 2015-03-31 | $121k | 584 | 207.19 |
| 2014-12-31 | $124k | 601 | 206.32 |
| 2014-09-30 | $52k | 264 | 196.97 |
| 2014-06-30 | $80k | 410 | 195.12 |
| 2014-03-31 | $76k | 408 | 186.27 |
| 2013-09-30 | $102k | 607 | 168.04 |
| 2013-06-30 | $98k | 606 | 161.72 |