Spdr S&p 500 Etf shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $693k | 1.0k | 666.18 |
| 2025-06-30 | $649k | 1.1k | 617.85 |
| 2025-03-31 | $570k | 1.0k | 559.39 |
| 2024-12-31 | $597k | 1.0k | 586.08 |
| 2024-09-30 | $785k | 1.4k | 573.76 |
| 2024-06-30 | $555k | 1.0k | 544.22 |
| 2024-03-31 | $541k | 1.0k | 523.07 |
| 2023-12-31 | $492k | 1.0k | 475.31 |
| 2023-09-30 | $442k | 1.0k | 427.48 |
| 2023-06-30 | $459k | 1.0k | 443.28 |
| 2023-03-31 | $424k | 1.0k | 409.39 |
| 2022-12-31 | $427k | 1.1k | 382.29 |
| 2022-09-30 | $345k | 965 | 357.51 |
| 2022-06-30 | $258k | 684 | 377.19 |
| 2022-03-31 | $309k | 684 | 451.75 |
| 2021-12-31 | $325k | 684 | 475.15 |
| 2021-06-30 | $293k | 684 | 428.36 |
| 2021-03-31 | $271k | 684 | 396.20 |
| 2020-09-30 | $211k | 684 | 308.48 |
| 2020-06-30 | $211k | 684 | 308.48 |
| 2020-03-31 | $290k | 1.1k | 263.24 |
| 2019-12-31 | $257k | 799 | 321.65 |
| 2019-09-30 | $280k | 942 | 297.24 |
| 2019-06-30 | $330k | 1.1k | 293.07 |
| 2019-03-31 | $318k | 1.1k | 282.67 |
| 2018-12-31 | $283k | 1.1k | 249.56 |
| 2018-09-30 | $314k | 1.1k | 290.69 |
| 2018-06-30 | $292k | 1.1k | 271.51 |
| 2018-03-31 | $290k | 1.1k | 263.24 |