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Spdr S&p 500 Etf shares owned by Higgins & Schmidt Wealth Strategies

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Higgins & Schmidt Wealth Strategies from 13F filings

Historical chart of Higgins & Schmidt Wealth Strategies 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 Higgins & Schmidt Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Higgins & Schmidt Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $460k 690 666.18
2025-06-30 $365k 591 617.85
2025-03-31 $331k 591 559.39
2024-12-31 $346k 591 586.08
2024-09-30 $339k 591 573.76
2024-06-30 $339k 622 544.22
2024-03-31 $363k 694 523.00
2023-12-31 $330k 694 475.14