Spdr S&p 500 Etf shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth Advisory investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $385k | 900 | 427.48 |
| 2023-06-30 | $408k | 921 | 443.28 |
| 2023-03-31 | $377k | 921 | 409.39 |
| 2022-12-31 | $352k | 921 | 382.43 |
| 2022-09-30 | $355k | 994 | 357.14 |
| 2022-06-30 | $383k | 1.0k | 377.71 |
| 2022-03-31 | $474k | 1.0k | 451.86 |
| 2021-12-31 | $514k | 1.1k | 475.05 |
| 2021-09-30 | $470k | 1.1k | 428.83 |
| 2021-06-30 | $467k | 1.1k | 428.05 |
| 2021-03-31 | $425k | 1.1k | 396.09 |
| 2020-12-31 | $401k | 1.1k | 373.72 |
| 2020-09-30 | $359k | 1.1k | 334.58 |
| 2020-06-30 | $331k | 1.1k | 308.48 |
| 2020-03-31 | $277k | 1.1k | 258.15 |
| 2019-12-31 | $365k | 1.1k | 322.15 |
| 2019-09-30 | $413k | 1.4k | 296.77 |
| 2019-06-30 | $398k | 1.4k | 292.65 |
| 2019-03-31 | $384k | 1.4k | 282.35 |
| 2018-12-31 | $353k | 1.4k | 249.65 |
| 2018-09-30 | $413k | 1.4k | 291.05 |
| 2018-06-30 | $385k | 1.4k | 271.32 |
| 2018-03-31 | $387k | 1.5k | 263.44 |
| 2017-12-31 | $220k | 823 | 267.31 |