Spdr S&p 500 Etf shares owned by JPL Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by JPL Wealth Management
from 13F filings
Historical chart of JPL Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by JPL Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.5k | 666.17 |
| 2025-06-30 | $1.6M | 2.5k | 617.84 |
| 2025-03-31 | $1.6M | 3.0k | 523.03 |
| 2024-12-31 | $1.6M | 2.7k | 586.12 |
| 2024-06-30 | $1.0M | 1.9k | 544.16 |
| 2024-03-31 | $1.1M | 2.1k | 523.11 |
| 2023-12-31 | $973k | 2.0k | 475.30 |