Spdr S&p 500 Etf shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 7.2k | 573.76 |
| 2024-06-30 | $4.4M | 8.2k | 544.22 |
| 2024-03-31 | $4.4M | 8.3k | 523.07 |
| 2023-12-31 | $4.0M | 8.5k | 475.31 |
| 2023-09-30 | $3.4M | 8.0k | 427.48 |
| 2023-06-30 | $4.9M | 11k | 443.28 |
| 2023-03-31 | $5.4M | 13k | 409.39 |
| 2022-12-31 | $1.6M | 4.3k | 382.43 |
| 2022-09-30 | $3.0M | 8.3k | 357.19 |
| 2022-06-30 | $3.9M | 10k | 377.26 |
| 2022-03-31 | $7.2M | 16k | 451.61 |
| 2021-12-31 | $1.0M | 2.1k | 475.15 |
| 2021-09-30 | $599k | 1.4k | 429.39 |
| 2021-06-30 | $616k | 1.4k | 442.53 |
| 2021-03-31 | $544k | 1.4k | 395.06 |
| 2020-12-31 | $1.1M | 3.0k | 373.95 |
| 2020-09-30 | $951k | 2.8k | 334.74 |
| 2020-06-30 | $1.2M | 3.8k | 308.48 |
| 2020-03-31 | $1.3M | 5.2k | 257.67 |
| 2019-12-31 | $969k | 3.0k | 321.82 |
| 2019-09-30 | $897k | 3.0k | 296.82 |
| 2019-06-30 | $1.0M | 3.6k | 293.06 |
| 2019-03-31 | $1.6M | 5.5k | 282.55 |
| 2018-12-31 | $2.5M | 10k | 249.88 |
| 2016-03-31 | $3.1M | 15k | 205.49 |
| 2015-12-31 | $3.5M | 17k | 203.85 |
| 2015-09-30 | $846k | 17k | 48.62 |
More positions owned by Juncture Wealth Strategies
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