Spdr S&p 500 Etf shares owned by Elk River Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Elk River Wealth Management
from 13F filings
Historical chart of Elk River Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Elk River Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $240k | 458 | 524.67 |
| 2023-12-31 | $1.2M | 2.6k | 477.29 |
| 2023-09-30 | $1.3M | 3.1k | 429.29 |
| 2023-06-30 | $1.6M | 3.6k | 444.92 |
| 2023-03-31 | $1.9M | 4.6k | 410.88 |
| 2022-12-31 | $7.9M | 21k | 383.17 |
| 2022-09-30 | $3.0M | 8.4k | 358.73 |
| 2022-06-30 | $8.3M | 22k | 378.17 |
| 2022-03-31 | $2.0M | 4.3k | 452.91 |
| 2021-12-31 | $3.2M | 6.8k | 476.28 |
| 2021-09-30 | $2.4M | 5.5k | 430.58 |
| 2021-06-30 | $2.4M | 5.5k | 429.53 |
| 2021-03-31 | $2.2M | 5.6k | 397.69 |
| 2020-12-31 | $2.9M | 7.7k | 375.84 |
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