Spdr S&p 500 Etf shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Hefty Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2018-03-31 | $14k | 52 | 269.23 |
2017-03-31 | $9.0k | 39 | 230.77 |
2016-09-30 | $115k | 535 | 214.95 |
2016-03-31 | $319k | 1.6k | 205.01 |
2015-12-31 | $421k | 2.1k | 203.68 |