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
Download as csvQuarterly 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 |
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