Spdr S&p 500 Etf shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.6k | 666.24 |
| 2025-06-30 | $2.2M | 3.5k | 617.89 |
| 2025-03-31 | $2.0M | 3.6k | 559.43 |
| 2024-12-31 | $1.9M | 3.3k | 586.12 |
| 2024-09-30 | $2.2M | 3.8k | 573.72 |
| 2024-06-30 | $2.1M | 3.8k | 544.16 |
| 2024-03-31 | $2.0M | 3.7k | 523.01 |
| 2023-12-31 | $1.7M | 3.7k | 475.39 |
| 2023-09-30 | $1.3M | 3.0k | 427.53 |
| 2023-06-30 | $1.3M | 3.0k | 443.33 |
| 2023-03-31 | $799k | 2.0k | 409.39 |
| 2022-12-31 | $549k | 1.4k | 382.43 |
| 2022-09-30 | $1.0M | 2.9k | 357.24 |
| 2022-06-30 | $499k | 1.3k | 377.46 |
| 2022-03-31 | $629k | 1.4k | 451.54 |
| 2021-12-31 | $632k | 1.3k | 475.19 |
| 2021-09-30 | $571k | 1.3k | 429.32 |
| 2021-06-30 | $535k | 1.2k | 428.34 |
| 2021-03-31 | $487k | 1.2k | 395.94 |
| 2020-12-31 | $433k | 1.2k | 373.92 |