Grant Private Wealth Management »

Spdr S&p 500 Etf shares owned by Grant Private Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Grant Private Wealth Management from 13F filings

Historical chart of Grant Private Wealth 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 Grant Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Grant Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $552k 828 666.18
2025-06-30 $3.8M 6.1k 617.85
2025-03-31 $498k 891 559.39
2024-12-31 $522k 891 586.08