Spdr S&p 500 Etf shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Laurel Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $939k | 1.6k | 573.61 |
| 2024-06-30 | $1.0M | 1.9k | 544.06 |
| 2024-03-31 | $1.4M | 2.7k | 523.16 |
| 2023-12-31 | $1.4M | 2.9k | 475.27 |
| 2023-09-30 | $2.4M | 5.6k | 427.50 |
| 2023-06-30 | $2.6M | 5.8k | 443.22 |
| 2023-03-31 | $3.0M | 7.3k | 409.45 |
| 2022-12-31 | $3.4M | 8.9k | 382.43 |
| 2022-09-30 | $190k | 531 | 357.82 |
| 2022-06-30 | $200k | 531 | 376.65 |
| 2022-03-31 | $283k | 627 | 451.36 |
| 2021-12-31 | $298k | 627 | 475.28 |
| 2021-09-30 | $269k | 627 | 429.03 |
| 2021-06-30 | $422k | 985 | 428.43 |
| 2021-03-31 | $58k | 147 | 394.56 |
| 2020-12-31 | $55k | 147 | 374.15 |