Spdr S&p 500 Etf shares owned by Essex Private Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Essex Private Wealth Management
from 13F filings
Historical chart of Essex Private Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Essex Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $504k | 878 | 574.02 |
| 2024-06-30 | $478k | 878 | 544.32 |
| 2024-03-31 | $459k | 878 | 523.02 |
| 2023-12-31 | $417k | 878 | 475.11 |
| 2023-09-30 | $439k | 1.0k | 427.62 |
| 2023-06-30 | $455k | 1.0k | 443.32 |
| 2023-03-31 | $359k | 876 | 409.20 |
| 2022-12-31 | $335k | 875 | 382.55 |
| 2022-09-30 | $402k | 1.1k | 357.33 |
| 2022-06-30 | $417k | 1.1k | 376.69 |
| 2022-03-31 | $232k | 514 | 451.36 |
| 2021-12-31 | $1.3M | 2.8k | 474.82 |
| 2021-09-30 | $1.1M | 2.6k | 428.96 |
| 2021-06-30 | $1.1M | 2.6k | 428.03 |
| 2021-03-31 | $1.0M | 2.6k | 396.39 |
| 2020-12-31 | $973k | 2.6k | 373.80 |
| 2020-09-30 | $1.3M | 4.0k | 334.74 |
| 2020-06-30 | $1.4M | 4.5k | 308.29 |
| 2020-03-31 | $1.9M | 7.5k | 257.63 |
| 2019-12-31 | $2.2M | 7.0k | 321.78 |
More positions owned by Essex Private Wealth Management
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