Spdr S&p 500 Etf shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $11M | 27k | 427.48 |
| 2023-06-30 | $12M | 27k | 443.28 |
| 2023-03-31 | $11M | 27k | 409.39 |
| 2022-06-30 | $4.3M | 12k | 377.22 |
| 2022-03-31 | $10M | 22k | 451.65 |
| 2021-12-31 | $10M | 22k | 474.97 |
| 2021-09-30 | $9.4M | 22k | 429.15 |
| 2021-06-30 | $9.6M | 23k | 428.04 |
| 2021-03-31 | $7.6M | 19k | 396.34 |
| 2020-12-31 | $5.7M | 15k | 373.86 |
| 2020-09-30 | $3.8M | 11k | 334.92 |
| 2020-06-30 | $3.4M | 11k | 308.40 |
| 2020-03-31 | $399k | 1.5k | 257.75 |
| 2019-03-31 | $155k | 548 | 282.85 |
| 2018-12-31 | $156k | 625 | 249.60 |
| 2018-09-30 | $470k | 1.6k | 290.48 |
| 2018-06-30 | $136k | 500 | 272.00 |
| 2018-03-31 | $132k | 500 | 264.00 |
| 2017-12-31 | $133k | 500 | 266.00 |