Spdr S&p 500 Etf shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management 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 Independent Solutions Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $279k | 409 | 681.92 |
| 2025-06-30 | $280k | 453 | 617.85 |
| 2025-03-31 | $317k | 566 | 559.39 |
| 2024-12-31 | $295k | 504 | 586.08 |
| 2024-09-30 | $291k | 507 | 573.76 |
| 2024-06-30 | $272k | 499 | 544.22 |
| 2024-03-31 | $227k | 433 | 523.07 |
| 2023-09-30 | $348k | 814 | 427.48 |
| 2023-06-30 | $233k | 525 | 443.28 |
| 2022-12-31 | $296k | 774 | 382.43 |
More positions owned by Independent Solutions Wealth Management
View all positions for Independent Solutions Wealth Management