Spdr S&p 500 Etf shares owned by Family Wealth Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth 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 Family Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Family Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $581k | 872 | 666.01 |
| 2025-06-30 | $490k | 793 | 617.78 |
| 2024-12-31 | $476k | 811 | 586.37 |
| 2024-09-30 | $385k | 671 | 574.02 |
| 2024-06-30 | $330k | 607 | 544.30 |
| 2024-03-31 | $344k | 657 | 523.14 |
| 2023-12-31 | $351k | 738 | 475.37 |