Spdr S&p 500 Etf shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.0M | 7.4k | 544.24 |
| 2024-03-31 | $1.1M | 2.2k | 523.07 |
| 2023-12-31 | $1.0M | 2.1k | 475.31 |
| 2023-09-30 | $1.6M | 3.7k | 427.51 |
| 2023-06-30 | $1.2M | 2.9k | 409.35 |
| 2023-03-31 | $42M | 102k | 409.35 |
| 2022-12-31 | $1.3M | 3.5k | 382.35 |
| 2022-09-30 | $896k | 2.5k | 357.40 |
| 2022-06-30 | $958k | 5.9k | 162.98 |
| 2022-03-31 | $1.0M | 2.3k | 451.71 |
| 2021-12-31 | $2.0M | 4.4k | 445.43 |
| 2021-09-30 | $980k | 2.3k | 429.07 |
| 2021-06-30 | $909k | 2.1k | 427.97 |
| 2021-03-31 | $842k | 2.1k | 396.42 |
| 2020-12-31 | $16M | 43k | 374.00 |
| 2020-09-30 | $711k | 2.1k | 334.90 |
| 2020-06-30 | $6.4M | 21k | 308.53 |
| 2020-03-31 | $2.0M | 2.1k | 929.27 |
| 2019-12-31 | $683k | 2.1k | 322.02 |
| 2019-09-30 | $629k | 2.1k | 296.56 |
| 2019-06-30 | $621 | 871 | 0.71 |
| 2019-03-31 | $429k | 1.5k | 282.42 |
| 2018-12-31 | $630k | 2.5k | 249.80 |
| 2018-09-30 | $12k | 23k | 0.54 |
| 2018-06-30 | $684k | 2.5k | 271.21 |
| 2018-03-31 | $1.3M | 5.0k | 263.28 |
| 2017-12-31 | $41k | 64k | 0.64 |
| 2017-09-30 | $830k | 3.3k | 251.21 |
| 2017-06-30 | $468k | 1.9k | 241.86 |
More positions owned by LLBH Private Wealth Management
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