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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr S&p 500 Etf by Iron Horse Wealth Management

Quarter filed Position value Share count Share price at filing
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