Spdr S&p 500 Etf shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 8.5k | 666.21 |
| 2025-06-30 | $5.6M | 9.0k | 617.88 |
| 2025-03-31 | $4.6M | 8.1k | 559.39 |
| 2024-12-31 | $5.2M | 8.9k | 586.08 |
| 2024-09-30 | $5.1M | 9.0k | 573.76 |
| 2024-06-30 | $4.8M | 8.8k | 544.23 |
| 2023-09-30 | $3.0M | 7.1k | 427.50 |
| 2023-06-30 | $2.8M | 6.3k | 443.28 |
| 2023-03-31 | $2.5M | 6.1k | 409.42 |
| 2022-12-31 | $2.1M | 5.4k | 382.46 |