Spdr S&p 500 Etf shares owned by Pacific Wealth Strategies Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Pacific Wealth Strategies Group
from 13F filings
Historical chart of Pacific Wealth Strategies Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Pacific Wealth Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $706k | 1.5k | 475.36 |
| 2023-09-30 | $555k | 1.3k | 427.55 |
| 2023-06-30 | $620k | 1.4k | 443.35 |
| 2023-03-31 | $584k | 1.4k | 409.45 |
| 2022-12-31 | $555k | 1.5k | 382.48 |
| 2022-09-30 | $270k | 756 | 357.14 |
| 2022-06-30 | $312k | 826 | 377.72 |
| 2022-03-31 | $3.0M | 6.6k | 451.63 |
| 2021-12-31 | $3.2M | 6.8k | 474.96 |
| 2021-09-30 | $2.9M | 6.8k | 429.16 |
| 2021-06-30 | $3.0M | 7.0k | 428.10 |
| 2021-03-31 | $3.0M | 7.5k | 396.35 |
| 2020-12-31 | $3.3M | 8.6k | 381.29 |
| 2020-09-30 | $3.3M | 10k | 334.94 |
| 2020-06-30 | $3.2M | 10k | 308.40 |
| 2020-03-31 | $1.9M | 7.4k | 257.75 |
| 2019-12-31 | $2.5M | 7.8k | 321.84 |
| 2019-09-30 | $2.3M | 7.8k | 296.83 |
| 2019-06-30 | $2.5M | 8.4k | 292.98 |
| 2019-03-31 | $2.6M | 9.1k | 282.53 |
| 2018-12-31 | $2.3M | 9.1k | 249.97 |
| 2018-09-30 | $2.5M | 8.6k | 290.70 |
| 2018-06-30 | $2.3M | 8.4k | 271.30 |
| 2018-03-31 | $2.3M | 8.9k | 263.16 |
| 2017-12-31 | $2.4M | 8.8k | 266.87 |
| 2017-09-30 | $2.2M | 8.7k | 251.26 |
| 2017-06-30 | $2.1M | 8.7k | 241.75 |
| 2017-03-31 | $2.2M | 9.2k | 235.77 |
| 2016-12-31 | $1.2M | 5.5k | 223.58 |
More positions owned by Pacific Wealth Strategies Group
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