Spdr S&p 500 Etf shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 359 | 665.74 |
| 2025-06-30 | $171k | 306 | 558.82 |
| 2024-12-31 | $158k | 271 | 583.03 |
| 2024-09-30 | $155k | 271 | 571.96 |
| 2024-06-30 | $137k | 253 | 541.50 |
| 2024-03-31 | $145k | 277 | 523.47 |
| 2023-12-31 | $126k | 266 | 473.68 |
| 2023-09-30 | $113k | 266 | 424.81 |
| 2023-06-30 | $117k | 266 | 439.85 |
| 2023-03-31 | $86k | 225 | 382.22 |
| 2022-12-31 | $80k | 225 | 355.56 |
| 2022-09-30 | $80k | 225 | 355.56 |
| 2022-06-30 | $85k | 225 | 377.78 |
| 2022-03-31 | $79k | 175 | 451.43 |
| 2021-12-31 | $83k | 175 | 474.29 |
| 2021-09-30 | $75k | 175 | 428.57 |
| 2021-06-30 | $68k | 158 | 430.38 |
| 2021-03-31 | $63k | 158 | 398.73 |
| 2020-12-31 | $59k | 158 | 373.42 |
| 2020-09-30 | $53k | 158 | 335.44 |
| 2020-06-30 | $41k | 134 | 305.97 |
| 2020-03-31 | $35k | 134 | 261.19 |
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