Spdr S&p 500 Etf shares owned by Paragon Private Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Paragon Private Wealth Management
from 13F filings
Historical chart of Paragon Private Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Paragon Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Paragon Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 315 | 666.12 |
| 2025-03-31 | $462k | 826 | 559.16 |
| 2024-12-31 | $870k | 1.5k | 585.98 |
| 2024-09-30 | $876k | 1.5k | 573.91 |
| 2024-06-30 | $897k | 1.6k | 544.24 |
| 2024-03-31 | $623k | 1.2k | 522.94 |
| 2023-12-31 | $533k | 1.1k | 475.42 |
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