Spdr S&p 500 Etf shares owned by Great Point Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Great Point Wealth Advisors
from 13F filings
Historical chart of Great Point Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Great Point Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $393k | 670 | 586.08 |
| 2024-09-30 | $387k | 675 | 573.76 |
| 2024-06-30 | $367k | 675 | 544.22 |
| 2024-03-31 | $206k | 393 | 523.07 |
| 2023-12-31 | $203k | 426 | 475.31 |
| 2022-09-30 | $505k | 1.4k | 357.40 |
| 2022-06-30 | $533k | 1.4k | 377.21 |
| 2022-03-31 | $638k | 1.4k | 451.52 |
| 2021-12-31 | $794k | 1.7k | 474.88 |
| 2021-09-30 | $718k | 1.7k | 429.43 |
| 2021-06-30 | $716k | 1.7k | 428.23 |
| 2021-03-31 | $641k | 1.6k | 396.17 |
| 2020-12-31 | $604k | 1.6k | 373.30 |
| 2020-09-30 | $662k | 2.1k | 308.05 |
| 2020-06-30 | $662k | 2.1k | 308.05 |
| 2020-03-31 | $559k | 2.2k | 257.49 |
| 2019-12-31 | $736k | 2.3k | 321.54 |
| 2019-09-30 | $691k | 2.3k | 296.57 |
| 2019-06-30 | $725k | 2.5k | 292.93 |
| 2019-03-31 | $741k | 2.6k | 282.18 |
| 2018-12-31 | $748k | 3.0k | 249.75 |
More positions owned by Great Point Wealth Advisors
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