Spdr S&p 500 Etf shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group 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 Levy Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 2.3k | 475.31 |
| 2023-12-31 | $1.1M | 2.3k | 475.31 |
| 2023-09-30 | $1.0M | 2.4k | 427.52 |
| 2023-06-30 | $991k | 2.2k | 443.37 |
| 2023-03-31 | $928k | 2.3k | 409.35 |
| 2022-12-31 | $908k | 2.4k | 382.42 |
| 2022-09-30 | $787k | 2.2k | 357.24 |
| 2022-06-30 | $754k | 2.0k | 377.38 |
| 2022-03-31 | $903k | 2.0k | 451.50 |
| 2021-12-31 | $895k | 1.9k | 474.80 |
| 2021-09-30 | $815k | 1.9k | 428.95 |
| 2021-06-30 | $781k | 1.8k | 427.95 |
| 2021-03-31 | $722k | 1.8k | 396.27 |
| 2020-12-31 | $393k | 1.1k | 374.29 |
More positions owned by Levy Wealth Management Group
View all positions for Levy Wealth Management Group