Spdr S&p 500 Etf shares owned by Fusion Family Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fusion Family Wealth
from 13F filings
Historical chart of Fusion Family Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Fusion Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 9.6k | 666.21 |
| 2025-06-30 | $5.8M | 9.4k | 617.90 |
| 2025-03-31 | $11M | 19k | 559.39 |
| 2024-12-31 | $5.7M | 9.8k | 586.09 |
| 2024-09-30 | $5.6M | 9.8k | 573.78 |
| 2024-06-30 | $5.4M | 9.9k | 544.25 |
| 2024-03-31 | $5.2M | 9.9k | 523.05 |
| 2023-12-31 | $4.8M | 10k | 475.33 |
| 2023-09-30 | $4.3M | 10k | 427.49 |
| 2023-06-30 | $4.4M | 10k | 443.28 |
| 2023-03-31 | $4.1M | 10k | 409.39 |
| 2022-12-31 | $3.9M | 10k | 382.45 |
| 2022-09-30 | $3.7M | 8.5k | 429.18 |
| 2022-06-30 | $3.8M | 10k | 377.24 |
| 2022-03-31 | $3.8M | 8.4k | 451.67 |
| 2021-12-31 | $4.0M | 8.5k | 474.95 |
| 2021-09-30 | $3.7M | 8.5k | 429.18 |
| 2021-06-30 | $3.6M | 8.5k | 428.12 |
| 2021-03-31 | $2.8M | 7.0k | 396.32 |
| 2020-12-31 | $2.3M | 6.1k | 373.82 |
| 2020-09-30 | $1.8M | 5.4k | 336.23 |
| 2020-06-30 | $451k | 1.5k | 308.06 |
| 2020-03-31 | $424k | 1.6k | 259.33 |
| 2019-12-31 | $537k | 1.7k | 323.49 |
| 2019-09-30 | $495k | 1.7k | 298.19 |
| 2019-06-30 | $457k | 1.6k | 293.14 |
| 2019-03-31 | $442k | 1.6k | 283.52 |
| 2018-12-31 | $395k | 1.6k | 249.84 |
| 2018-09-30 | $570k | 2.0k | 290.67 |
| 2018-06-30 | $440k | 1.6k | 271.10 |
| 2018-03-31 | $454k | 1.7k | 263.04 |
| 2017-12-31 | $481k | 1.8k | 266.93 |
| 2017-09-30 | $461k | 1.8k | 251.09 |
| 2017-06-30 | $459k | 1.9k | 241.58 |
| 2017-03-31 | $493k | 2.1k | 235.89 |
| 2016-12-31 | $412k | 1.8k | 226.25 |