Spdr S&p 500 Etf shares owned by Iams Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Iams Wealth Management 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 Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.9M | 14k | 573.76 |
| 2024-06-30 | $6.8M | 13k | 544.26 |
| 2024-03-31 | $1.9M | 3.7k | 506.26 |
| 2023-12-31 | $580k | 1.2k | 475.31 |
| 2023-09-30 | $531k | 1.2k | 427.48 |
| 2023-06-30 | $615k | 1.4k | 439.56 |
| 2023-03-31 | $272k | 673 | 404.35 |
| 2022-12-31 | $233k | 608 | 382.43 |