Spdr S&p 500 Etf shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For 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 Institute For 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 Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.9M | 19k | 475.31 |
| 2023-09-30 | $12M | 29k | 427.48 |
| 2023-06-30 | $15M | 33k | 443.28 |
| 2023-03-31 | $9.0M | 22k | 409.39 |
| 2022-12-31 | $9.1M | 24k | 382.43 |
| 2022-09-30 | $0 | 25k | 0.00 |
| 2022-06-30 | $876k | 24k | 36.50 |
| 2022-03-31 | $9.0M | 20k | 451.69 |
| 2021-12-31 | $5.0M | 11k | 474.94 |
| 2021-09-30 | $5.1M | 12k | 429.15 |
| 2021-06-30 | $6.4M | 15k | 428.03 |
| 2021-03-31 | $7.6M | 19k | 396.25 |
| 2020-12-31 | $8.1M | 22k | 373.88 |
| 2020-09-30 | $11M | 32k | 334.90 |
| 2020-06-30 | $6.6M | 21k | 308.34 |
| 2020-03-31 | $9.6M | 37k | 257.75 |
| 2019-12-31 | $5.1M | 5.1k | 1000.00 |
| 2019-09-30 | $4.8M | 16k | 296.77 |
| 2019-06-30 | $3.0M | 10k | 292.98 |
| 2019-03-31 | $5.9M | 21k | 282.50 |
| 2018-12-31 | $5.0M | 20k | 249.83 |
| 2018-09-30 | $0 | 15k | 0.00 |
| 2018-06-30 | $12M | 44k | 271.41 |
| 2018-03-31 | $238k | 24k | 10.00 |
| 2017-12-31 | $11M | 42k | 270.62 |
| 2017-09-30 | $4.2M | 17k | 251.25 |
| 2017-06-30 | $4.8M | 20k | 241.51 |
| 2015-12-31 | $14M | 68k | 203.87 |
| 2015-09-30 | $4.2M | 22k | 191.65 |
| 2015-06-30 | $13M | 64k | 205.86 |
| 2015-03-31 | $28M | 134k | 206.43 |
| 2014-12-31 | $28M | 137k | 205.54 |
| 2014-09-30 | $24M | 122k | 197.54 |
| 2014-06-30 | $28M | 142k | 195.72 |
| 2014-03-31 | $26M | 139k | 187.01 |
| 2013-12-31 | $30M | 162k | 184.69 |
| 2013-09-30 | $17M | 103k | 168.01 |
| 2013-06-30 | $158k | 983 | 160.73 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management