Spdr S&p 500 Etf shares owned by Engrave Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Engrave Wealth Partners
from 13F filings
Historical chart of Engrave Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Engrave Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 3.5k | 475.31 |
| 2023-09-30 | $1.0M | 2.4k | 427.48 |
| 2023-06-30 | $1.1M | 2.4k | 443.28 |
| 2023-03-31 | $988k | 2.4k | 406.08 |
| 2022-12-31 | $957k | 2.4k | 391.49 |
| 2022-09-30 | $555k | 1.6k | 357.37 |
| 2022-06-30 | $638k | 1.7k | 377.07 |
| 2022-03-31 | $700k | 1.6k | 451.61 |
| 2021-12-31 | $735k | 1.5k | 474.81 |
| 2021-09-30 | $664k | 1.5k | 428.94 |
| 2021-06-30 | $936k | 2.2k | 427.98 |
| 2021-03-31 | $614k | 1.5k | 396.64 |
| 2020-12-31 | $588k | 1.5k | 379.85 |
| 2020-09-30 | $651k | 1.9k | 335.05 |
| 2020-06-30 | $668k | 2.2k | 308.26 |
| 2020-03-31 | $9.0M | 35k | 257.74 |
| 2019-12-31 | $11M | 33k | 321.86 |