Spdr S&p 500 Etf shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $799k | 1.9k | 429.11 |
| 2021-06-30 | $791k | 1.8k | 427.80 |
| 2021-03-31 | $722k | 1.8k | 396.49 |
| 2020-12-31 | $576k | 1.7k | 334.88 |
| 2020-09-30 | $580k | 1.7k | 337.21 |
| 2020-06-30 | $465k | 1.5k | 308.56 |
| 2020-03-31 | $416k | 1.5k | 283.57 |
| 2019-12-31 | $487k | 1.5k | 322.73 |
| 2019-09-30 | $447k | 1.5k | 296.62 |
| 2019-06-30 | $448k | 1.5k | 297.87 |
| 2019-03-31 | $444k | 1.6k | 286.27 |
| 2018-12-31 | $397k | 1.5k | 256.46 |
| 2018-09-30 | $388k | 1.4k | 270.38 |
| 2018-06-30 | $389k | 1.4k | 271.46 |
| 2018-03-31 | $512k | 1.9k | 263.37 |
| 2017-12-31 | $548k | 1.9k | 282.04 |