Spdr S&p 500 Etf shares owned by Kfg Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Kfg Wealth Management
from 13F filings
Historical chart of Kfg 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 Kfg 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 Kfg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $764k | 1.1k | 665.91 |
| 2025-06-30 | $709k | 1.1k | 617.81 |
| 2025-03-31 | $680k | 1.2k | 559.18 |
| 2024-12-31 | $9.3M | 16k | 586.09 |
| 2024-09-30 | $9.7M | 17k | 573.76 |
| 2024-06-30 | $9.8M | 18k | 544.21 |
| 2024-03-31 | $9.4M | 18k | 523.07 |
| 2023-12-31 | $8.4M | 18k | 475.32 |
| 2023-09-30 | $8.6M | 20k | 427.47 |
| 2023-06-30 | $15M | 34k | 443.28 |
| 2023-03-31 | $17M | 40k | 413.47 |
| 2022-12-31 | $10M | 27k | 382.44 |