Spdr S&p 500 Etf shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $237k | 535 | 443.28 |
| 2023-03-31 | $219k | 535 | 409.39 |
| 2022-12-31 | $205k | 535 | 382.43 |
| 2022-09-30 | $191k | 535 | 357.01 |
| 2022-06-30 | $202k | 535 | 377.57 |
| 2022-03-31 | $242k | 535 | 452.34 |
| 2021-12-31 | $261k | 550 | 474.55 |
| 2021-09-30 | $264k | 616 | 428.57 |
| 2021-06-30 | $229k | 535 | 428.04 |
| 2021-03-31 | $224k | 565 | 396.46 |
| 2020-12-31 | $211k | 565 | 373.45 |