Spdr S&p 500 Etf shares owned by Iron Horse Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Iron Horse Wealth Management
from 13F filings
Historical chart of Iron Horse Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Iron Horse Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $23M | 37k | 617.84 |
| 2025-03-31 | $21M | 37k | 559.39 |
| 2024-12-31 | $21M | 36k | 586.07 |
| 2024-09-30 | $20M | 35k | 573.77 |
| 2024-06-30 | $18M | 34k | 544.23 |
| 2024-03-31 | $17M | 33k | 523.08 |
| 2023-12-31 | $15M | 31k | 475.31 |
| 2023-09-30 | $13M | 30k | 427.49 |
| 2023-06-30 | $13M | 29k | 443.29 |
| 2023-03-31 | $9.4M | 23k | 409.40 |
| 2022-12-31 | $8.2M | 22k | 382.45 |
| 2022-09-30 | $3.1M | 8.7k | 357.21 |
| 2022-06-30 | $47k | 124 | 379.03 |
| 2022-03-31 | $56k | 124 | 451.61 |
| 2021-12-31 | $49k | 104 | 471.15 |
| 2021-09-30 | $45k | 104 | 432.69 |
| 2021-06-30 | $45k | 104 | 432.69 |
| 2021-03-31 | $41k | 104 | 394.23 |
| 2020-12-31 | $39k | 104 | 375.00 |
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