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
Tip: Access up to 7 years of quarterly data
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 Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Great Waters Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $623k | 935 | 665.84 |
| 2025-06-30 | $585k | 947 | 617.56 |
| 2025-03-31 | $808k | 1.4k | 559.37 |
| 2024-12-31 | $836k | 1.4k | 586.10 |
| 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 |
More positions owned by Great Waters Wealth Management
View all positions for Great Waters Wealth Management