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
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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 |
|---|---|---|---|
| 2025-12-31 | $3.3M | 4.8k | 681.90 |
| 2025-09-30 | $3.1M | 4.6k | 666.16 |
| 2025-06-30 | $2.7M | 4.4k | 617.83 |
| 2025-03-31 | $2.4M | 4.3k | 559.37 |
| 2024-12-31 | $1.3M | 2.3k | 586.04 |
| 2024-09-30 | $1.2M | 2.0k | 573.72 |
| 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 |
More positions owned by Elwood & Goetz Wealth Advisory Group
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