Spdr S&p 500 Etf shares owned by Great Waters Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Great Waters Wealth Management
from 13F filings
Historical chart of Great Waters Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Great Waters Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Great Waters Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $511k | 890 | 573.69 |
2024-06-30 | $483k | 888 | 544.00 |
2024-03-31 | $513k | 980 | 523.30 |
2023-12-31 | $385k | 821 | 468.61 |
2023-09-30 | $350k | 814 | 429.44 |
2023-06-30 | $408k | 920 | 443.44 |
2023-03-31 | $466k | 1.1k | 412.38 |
2022-12-31 | $451k | 1.1k | 400.30 |
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