Spdr S&p 500 Etf shares owned by KWB Wealth
Historical chart of KWB 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 KWB Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr S&p 500 Etf by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $346k | 560 | 617.85 |
| 2025-06-30 | $366k | 655 | 559.39 |
| 2025-03-31 | $384k | 655 | 586.08 |
| 2024-12-31 | $220k | 383 | 573.76 |
| 2024-09-30 | $208k | 383 | 544.22 |
| 2024-06-30 | $200k | 383 | 523.07 |
| 2024-03-31 | $200k | 383 | 523.07 |
| 2023-12-31 | $208k | 437 | 475.31 |