Spdr S&p 500 Etf shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 1.7k | 681.93 |
| 2025-09-30 | $1.1M | 1.7k | 666.19 |
| 2025-06-30 | $1.0M | 1.7k | 617.86 |
| 2025-03-31 | $990k | 1.8k | 559.39 |
| 2024-12-31 | $987k | 1.7k | 586.08 |
| 2024-09-30 | $972k | 1.7k | 573.76 |
| 2024-06-30 | $936k | 1.7k | 544.22 |
| 2024-03-31 | $902k | 1.7k | 523.07 |
| 2023-12-31 | $820k | 1.7k | 475.31 |
| 2023-09-30 | $745k | 1.7k | 427.48 |
| 2023-06-30 | $775k | 1.7k | 443.28 |
| 2023-03-31 | $714k | 1.7k | 409.39 |
| 2022-12-31 | $784k | 2.0k | 382.43 |
| 2022-09-30 | $694k | 1.9k | 357.18 |
| 2022-06-30 | $731k | 1.9k | 377.39 |
| 2022-03-31 | $873k | 1.9k | 451.40 |
| 2021-12-31 | $2.3M | 4.7k | 475.04 |