Spdr S&p 500 Etf shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 6.2k | 573.76 |
| 2024-06-30 | $2.5M | 4.6k | 544.22 |
| 2024-03-31 | $1.3M | 2.5k | 523.07 |
| 2023-12-31 | $1.3M | 2.6k | 475.31 |
| 2023-09-30 | $1.0M | 2.4k | 427.48 |
| 2023-06-30 | $1.2M | 2.7k | 443.28 |
| 2023-03-31 | $1.1M | 2.7k | 409.39 |
| 2022-12-31 | $1.0M | 2.7k | 382.43 |
| 2022-09-30 | $901k | 2.5k | 357.11 |
| 2022-06-30 | $1.1M | 2.8k | 377.12 |
| 2022-03-31 | $524k | 1.2k | 451.72 |
| 2021-12-31 | $473k | 995 | 475.38 |
| 2021-09-30 | $417k | 971 | 429.45 |
| 2021-06-30 | $429k | 1.0k | 427.72 |
| 2021-03-31 | $385k | 972 | 396.09 |
| 2018-03-31 | $228k | 866 | 263.28 |
| 2017-12-31 | $283k | 1.1k | 266.73 |