Spdr S&p 500 Etf shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $462k | 788 | 586.20 |
| 2024-09-30 | $524k | 912 | 574.00 |
| 2024-06-30 | $453k | 832 | 543.90 |
| 2024-03-31 | $371k | 708 | 523.24 |
| 2023-09-30 | $348k | 815 | 427.23 |
| 2023-06-30 | $415k | 937 | 443.38 |
| 2023-03-31 | $347k | 847 | 409.39 |
| 2022-12-31 | $363k | 950 | 382.43 |
| 2022-09-30 | $297k | 832 | 356.97 |
| 2022-06-30 | $318k | 842 | 377.67 |
| 2022-03-31 | $319k | 706 | 451.84 |
| 2021-12-31 | $335k | 706 | 474.50 |
| 2021-09-30 | $200k | 466 | 429.18 |
| 2021-06-30 | $199k | 466 | 427.04 |
| 2021-03-31 | $103k | 261 | 394.64 |
| 2020-12-31 | $98k | 261 | 375.48 |
| 2020-09-30 | $89k | 267 | 333.33 |
| 2020-06-30 | $82k | 267 | 307.12 |
| 2020-03-31 | $101k | 393 | 257.00 |