Spdr S&p 500 Etf shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 4.2k | 666.22 |
| 2025-06-30 | $654k | 1.1k | 617.71 |
| 2025-03-31 | $435k | 777 | 559.67 |
| 2024-12-31 | $384k | 655 | 586.39 |
| 2024-09-30 | $300k | 522 | 574.10 |
| 2024-06-30 | $324k | 596 | 543.82 |
| 2024-03-31 | $368k | 704 | 523.12 |
| 2023-12-31 | $370k | 778 | 475.48 |
| 2023-09-30 | $373k | 872 | 427.59 |
| 2023-06-30 | $396k | 887 | 445.86 |
| 2023-03-31 | $1.4M | 3.3k | 411.60 |
| 2022-12-31 | $1.5M | 4.0k | 382.42 |
| 2022-09-30 | $1.1M | 3.1k | 357.22 |
| 2022-06-30 | $598k | 1.6k | 377.22 |
| 2022-03-31 | $680k | 1.5k | 451.55 |
| 2021-12-31 | $275k | 579 | 475.36 |
More positions owned by National Wealth Management Group
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