Spdr S&p 500 Etf shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth 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 Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $417M | 726k | 573.76 |
| 2024-06-30 | $393M | 722k | 544.22 |
| 2024-03-31 | $377M | 721k | 523.07 |
| 2023-12-31 | $287M | 604k | 475.31 |
| 2023-09-30 | $259M | 605k | 427.48 |
| 2023-06-30 | $268M | 605k | 443.28 |
| 2023-03-31 | $248M | 605k | 409.39 |
| 2022-12-31 | $231M | 604k | 382.43 |
| 2022-09-30 | $212M | 592k | 357.18 |
| 2022-06-30 | $224M | 594k | 377.25 |
| 2022-03-31 | $269M | 595k | 451.64 |
| 2021-12-31 | $274M | 577k | 474.96 |