Spdr S&p 500 Etf shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.5M | 17k | 573.76 |
| 2024-06-30 | $9.0M | 17k | 544.22 |
| 2024-03-31 | $8.7M | 17k | 523.07 |
| 2023-12-31 | $7.9M | 17k | 475.31 |
| 2023-09-30 | $7.1M | 17k | 427.48 |
| 2023-06-30 | $7.3M | 17k | 443.28 |
| 2023-03-31 | $6.8M | 17k | 409.39 |
| 2022-12-31 | $6.6M | 17k | 397.77 |