Spdr S&p 500 Etf shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 3.2k | 669.30 |
| 2025-06-30 | $2.0M | 3.2k | 617.77 |
| 2025-03-31 | $1.6M | 2.9k | 559.38 |
| 2024-12-31 | $1.6M | 2.8k | 585.97 |
| 2024-09-30 | $1.6M | 2.7k | 573.72 |
| 2024-06-30 | $476k | 875 | 544.32 |
| 2024-03-31 | $430k | 821 | 523.25 |
| 2023-12-31 | $347k | 730 | 475.27 |
| 2023-09-30 | $275k | 644 | 427.71 |
| 2023-06-30 | $268k | 604 | 443.14 |
| 2023-03-31 | $229k | 559 | 409.64 |
| 2022-12-31 | $566k | 1.5k | 382.52 |
| 2022-09-30 | $304k | 838 | 362.77 |
| 2022-06-30 | $390k | 1.0k | 383.10 |
| 2022-03-31 | $410k | 915 | 448.09 |
| 2021-12-31 | $338k | 722 | 468.14 |
| 2021-09-30 | $341k | 795 | 428.93 |
| 2021-06-30 | $711k | 1.7k | 428.31 |
| 2021-03-31 | $20M | 50k | 396.32 |
| 2020-12-31 | $19M | 49k | 386.20 |
| 2020-09-30 | $16M | 47k | 340.76 |
| 2020-06-30 | $14M | 45k | 316.17 |
| 2020-03-31 | $7.4M | 27k | 274.04 |
| 2019-12-31 | $11M | 35k | 323.64 |
| 2019-09-30 | $9.3M | 32k | 288.07 |
| 2019-03-31 | $221k | 784 | 281.89 |
| 2018-12-31 | $205k | 820 | 250.00 |
| 2018-09-30 | $236k | 810 | 291.36 |
| 2018-06-30 | $218k | 804 | 271.14 |