Spdr S&p 500 Etf shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory 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 Global Wealth Management Investment Advisory 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 Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $422k | 720 | 586.08 |
| 2024-09-30 | $350k | 610 | 573.76 |
| 2024-06-30 | $325k | 598 | 544.22 |
| 2024-03-31 | $313k | 598 | 523.07 |
| 2023-12-31 | $284k | 598 | 475.31 |
| 2023-09-30 | $271k | 635 | 427.48 |
| 2023-06-30 | $278k | 626 | 443.28 |
| 2023-03-31 | $393k | 959 | 409.39 |
| 2022-12-31 | $326k | 853 | 382.43 |
| 2022-09-30 | $808k | 2.3k | 357.36 |
| 2022-06-30 | $292k | 773 | 377.75 |
| 2022-03-31 | $349k | 773 | 451.49 |
| 2021-12-31 | $416k | 876 | 474.89 |
| 2021-09-30 | $376k | 876 | 429.22 |
| 2021-06-30 | $310k | 725 | 427.59 |
| 2021-03-31 | $289k | 728 | 396.98 |
| 2020-12-31 | $120k | 320 | 375.00 |
| 2020-09-30 | $51k | 153 | 333.33 |
| 2020-06-30 | $793k | 2.6k | 308.44 |
| 2020-03-31 | $746k | 2.9k | 257.77 |
| 2019-12-31 | $745k | 2.3k | 321.68 |
| 2019-09-30 | $664k | 2.2k | 296.83 |
| 2019-06-30 | $834k | 2.8k | 292.84 |
| 2019-03-31 | $937k | 3.3k | 282.57 |
| 2018-12-31 | $1.1M | 4.4k | 249.83 |
More positions owned by Global Wealth Management Investment Advisory
View all positions for Global Wealth Management Investment Advisory