Spdr S&p 500 Etf shares owned by LWM Advisory Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 44k | 666.19 |
| 2025-06-30 | $13M | 21k | 617.86 |
| 2025-03-31 | $11M | 20k | 559.38 |
| 2024-12-31 | $21M | 35k | 586.08 |
| 2024-09-30 | $21M | 36k | 573.76 |
| 2024-06-30 | $12M | 21k | 544.23 |
| 2024-03-31 | $11M | 21k | 523.06 |
| 2023-12-31 | $10M | 22k | 475.30 |
| 2023-09-30 | $3.3M | 7.7k | 427.46 |
| 2023-06-30 | $4.0M | 9.1k | 443.28 |
| 2023-03-31 | $3.9M | 9.5k | 409.39 |
| 2022-12-31 | $3.6M | 9.5k | 382.44 |
| 2022-09-30 | $4.4M | 12k | 357.17 |
| 2022-06-30 | $4.5M | 12k | 377.25 |
| 2022-03-31 | $5.7M | 13k | 451.66 |
| 2021-12-31 | $5.5M | 12k | 474.97 |