Spdr S&p 500 Etf shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $506k | 863 | 586.29 |
| 2024-09-30 | $421k | 734 | 574.01 |
| 2024-06-30 | $399k | 733 | 544.43 |
| 2024-03-31 | $383k | 732 | 523.26 |
| 2023-12-31 | $204k | 429 | 475.31 |
| 2023-09-30 | $121k | 282 | 427.48 |
| 2023-06-30 | $113k | 254 | 443.28 |
| 2023-03-31 | $104k | 254 | 409.39 |
| 2022-12-31 | $74k | 194 | 382.43 |
| 2022-09-30 | $43k | 119 | 361.34 |
| 2022-06-30 | $45k | 119 | 378.15 |
| 2022-03-31 | $54k | 119 | 453.78 |
| 2021-12-31 | $47k | 99 | 474.75 |
| 2021-09-30 | $40k | 94 | 425.53 |
| 2021-06-30 | $40k | 94 | 425.53 |
| 2021-03-31 | $37k | 94 | 393.62 |
| 2020-12-31 | $73k | 194 | 376.29 |
| 2020-09-30 | $31k | 94 | 329.79 |
| 2020-06-30 | $29k | 94 | 308.51 |
| 2020-03-31 | $23k | 89 | 258.43 |
| 2019-12-31 | $108k | 336 | 321.43 |
| 2019-09-30 | $13k | 44 | 295.45 |
| 2019-06-30 | $98k | 333 | 294.29 |
| 2019-03-31 | $12k | 44 | 272.73 |
| 2018-12-31 | $11k | 44 | 250.00 |
| 2018-09-30 | $13k | 44 | 295.45 |
| 2018-06-30 | $12k | 44 | 272.73 |
| 2018-03-31 | $12k | 44 | 272.73 |
| 2017-12-31 | $12k | 44 | 272.73 |
| 2017-09-30 | $70k | 278 | 251.80 |
| 2017-06-30 | $39k | 161 | 242.24 |
| 2017-03-31 | $38k | 161 | 236.02 |
| 2016-12-31 | $131k | 587 | 223.17 |
| 2016-09-30 | $38k | 177 | 214.69 |
| 2016-06-30 | $334k | 1.6k | 209.27 |
| 2016-03-31 | $36k | 177 | 203.39 |
| 2015-12-31 | $111k | 544 | 204.04 |
| 2015-09-30 | $102k | 533 | 191.37 |
| 2015-06-30 | $103k | 500 | 206.00 |
| 2015-03-31 | $58k | 280 | 207.14 |
| 2014-12-31 | $13k | 63 | 206.35 |
| 2014-09-30 | $12k | 63 | 190.48 |
| 2014-06-30 | $12k | 63 | 190.48 |
| 2014-03-31 | $12k | 63 | 190.48 |
| 2013-12-31 | $12k | 63 | 190.48 |
| 2013-09-30 | $11k | 63 | 174.60 |