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Spdr S&p 500 Etf shares owned by Johnson & White Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Johnson & White Wealth Management from 13F filings

Historical chart of Johnson & White 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 Johnson & White 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 Johnson & White Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 1.8k 666.20
2025-06-30 $1.1M 1.8k 617.76
2025-03-31 $1.0M 1.9k 559.23
2024-12-31 $1.1M 1.9k 584.62
2024-09-30 $951k 1.7k 573.93
2024-06-30 $902k 1.7k 544.36
2024-03-31 $867k 1.7k 523.23
2023-12-31 $784k 1.6k 475.44
2023-09-30 $648k 1.5k 427.44
2023-06-30 $672k 1.5k 443.27
2023-03-31 $621k 1.5k 409.63
2022-09-30 $541k 1.5k 357.10