Spdr S&p 500 Etf shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 4.3k | 523.12 |
| 2023-12-31 | $1.8M | 3.8k | 475.31 |
| 2023-09-30 | $1.4M | 3.3k | 427.43 |
| 2023-06-30 | $1.4M | 3.3k | 443.25 |
| 2023-03-31 | $1.6M | 3.9k | 409.43 |
| 2022-12-31 | $1.5M | 3.9k | 382.41 |
| 2022-09-30 | $1.4M | 3.8k | 377.16 |
| 2022-06-30 | $1.4M | 3.8k | 377.16 |
| 2022-03-31 | $1.3M | 2.8k | 451.85 |
| 2021-12-31 | $634k | 1.3k | 475.26 |
| 2021-09-30 | $1.0M | 2.4k | 429.17 |
| 2021-06-30 | $986k | 2.3k | 427.95 |
| 2021-03-31 | $914k | 2.3k | 396.36 |
| 2020-12-31 | $731k | 2.0k | 373.72 |
| 2020-09-30 | $611k | 1.8k | 334.98 |
| 2020-06-30 | $491k | 1.6k | 308.42 |
| 2020-03-31 | $695k | 2.7k | 257.89 |
| 2019-12-31 | $1.2M | 3.6k | 321.83 |
| 2019-09-30 | $774k | 2.6k | 296.67 |
| 2019-06-30 | $731k | 2.5k | 293.22 |
| 2019-03-31 | $901k | 3.2k | 282.53 |
| 2018-12-31 | $788k | 3.2k | 250.00 |