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Spdr S&p 500 Etf shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 2.0k 544.18
2024-03-31 $1.1M 2.0k 523.03
2023-12-31 $1.0M 2.2k 475.28
2023-09-30 $1.3M 3.0k 427.46
2023-06-30 $1.4M 3.1k 443.23
2023-03-31 $1.3M 3.2k 409.45
2022-12-31 $648k 1.7k 382.47
2022-09-30 $639k 1.8k 356.98
2022-06-30 $635k 1.7k 377.08
2022-03-31 $757k 1.7k 451.40
2021-12-31 $733k 1.5k 474.74
2021-09-30 $664k 1.5k 429.22
2021-06-30 $520k 1.2k 427.98
2021-03-31 $497k 1.3k 396.65
2020-12-31 $469k 1.3k 374.00
2020-09-30 $415k 1.2k 334.95
2020-06-30 $400k 1.3k 308.64
2020-03-31 $330k 1.3k 257.41