Spdr S&p 500 Etf shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 7.2k | 523.07 |
| 2023-12-31 | $3.5M | 7.5k | 475.31 |
| 2023-09-30 | $3.2M | 7.5k | 427.48 |
| 2023-06-30 | $3.4M | 7.7k | 443.28 |
| 2023-03-31 | $2.5M | 6.2k | 409.39 |
| 2022-12-31 | $388k | 1.0k | 382.43 |
| 2022-09-30 | $363k | 1.0k | 357.99 |
| 2022-06-30 | $390k | 1.0k | 376.81 |
| 2022-03-31 | $454k | 1.0k | 451.29 |
| 2021-12-31 | $497k | 1.0k | 475.14 |
| 2021-09-30 | $452k | 1.1k | 429.25 |
| 2021-06-30 | $373k | 872 | 427.75 |
| 2021-03-31 | $343k | 866 | 396.07 |
| 2020-12-31 | $265k | 708 | 374.29 |
| 2019-09-30 | $274k | 923 | 296.86 |
| 2019-06-30 | $295k | 1.0k | 292.95 |
| 2019-03-31 | $271k | 958 | 282.88 |
| 2018-12-31 | $12M | 4.7k | 2499.16 |