Spdr S&p 500 Etf shares owned by Pacific Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Pacific Wealth Management
from 13F filings
Historical chart of Pacific Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Pacific Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $125M | 187k | 666.18 |
| 2025-06-30 | $109M | 176k | 617.85 |
| 2025-03-31 | $103M | 185k | 559.39 |
| 2024-12-31 | $107M | 183k | 586.08 |
| 2024-09-30 | $107M | 187k | 573.76 |
| 2024-06-30 | $116M | 214k | 544.22 |
| 2024-03-31 | $73M | 154k | 475.31 |
| 2023-12-31 | $73M | 154k | 475.31 |
| 2023-09-30 | $49M | 115k | 427.48 |
| 2023-06-30 | $35M | 78k | 443.28 |
| 2023-03-31 | $25M | 61k | 409.39 |
| 2022-12-31 | $20M | 53k | 382.43 |
| 2022-09-30 | $23M | 64k | 357.18 |
| 2022-06-30 | $26M | 68k | 377.26 |
| 2022-03-31 | $52M | 115k | 451.64 |
| 2021-12-31 | $56M | 118k | 474.96 |
| 2021-09-30 | $53M | 123k | 429.14 |
| 2021-06-30 | $41M | 95k | 428.06 |
| 2021-03-31 | $40M | 101k | 396.33 |
| 2020-12-31 | $30M | 80k | 373.87 |