Spdr S&p 500 Etf shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management 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 Lodestone Wealth Management 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 Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.6k | 666.18 |
| 2025-06-30 | $557k | 901 | 617.62 |
| 2025-03-31 | $485k | 866 | 559.57 |
| 2024-12-31 | $2.8M | 4.8k | 586.08 |
| 2024-09-30 | $486k | 847 | 573.50 |
| 2024-06-30 | $948k | 1.7k | 544.22 |
| 2024-03-31 | $1.8M | 3.4k | 523.03 |
| 2023-12-31 | $782k | 1.6k | 475.31 |
| 2023-09-30 | $1.7M | 3.9k | 427.47 |
More positions owned by Lodestone Wealth Management
View all positions for Lodestone Wealth Management