Spdr S&p 500 Etf shares owned by GeoWealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management 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 GeoWealth Management 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 GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $15M | 35k | 427.48 |
| 2023-06-30 | $14M | 33k | 443.26 |
| 2023-03-31 | $9.3M | 23k | 409.40 |
| 2022-12-31 | $6.4M | 17k | 382.51 |
| 2022-09-30 | $2.8M | 7.9k | 357.47 |
| 2022-06-30 | $3.6M | 9.5k | 377.33 |
| 2022-03-31 | $5.6M | 12k | 451.69 |
| 2021-12-31 | $4.9M | 10k | 475.03 |
| 2021-09-30 | $6.2M | 14k | 429.22 |
| 2021-06-30 | $11M | 26k | 428.04 |
| 2021-03-31 | $9.3M | 24k | 396.20 |
| 2020-12-31 | $8.3M | 22k | 373.57 |
| 2020-09-30 | $4.5M | 14k | 334.84 |
| 2020-06-30 | $2.0M | 6.6k | 308.36 |
| 2020-03-31 | $1.6M | 6.3k | 257.80 |
| 2019-12-31 | $2.1M | 6.6k | 321.93 |
| 2019-09-30 | $2.6M | 8.9k | 296.74 |
| 2019-06-30 | $1.6M | 5.4k | 293.07 |