Spdr S&p 500 Etf shares owned by Parcion Private Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Parcion Private Wealth
from 13F filings
Historical chart of Parcion Private Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Parcion Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $362k | 631 | 573.76 |
| 2024-06-30 | $573k | 1.1k | 544.22 |
| 2024-03-31 | $291k | 557 | 523.07 |
| 2023-12-31 | $236k | 497 | 475.31 |
| 2023-09-30 | $216k | 504 | 427.48 |
| 2022-12-31 | $244k | 637 | 382.43 |
| 2022-09-30 | $202k | 566 | 356.89 |
| 2022-06-30 | $243k | 614 | 395.77 |
| 2022-03-31 | $439k | 971 | 452.11 |
| 2021-12-31 | $747k | 1.6k | 464.55 |
| 2021-09-30 | $1.4M | 3.2k | 445.96 |
| 2021-06-30 | $1.4M | 3.2k | 428.21 |
| 2021-03-31 | $1.3M | 3.2k | 396.51 |
| 2020-12-31 | $1.3M | 3.4k | 373.85 |
| 2020-09-30 | $1.1M | 3.3k | 333.94 |
| 2020-06-30 | $1.2M | 3.6k | 317.08 |
| 2020-03-31 | $977k | 3.8k | 257.78 |
| 2019-12-31 | $2.0M | 6.2k | 321.82 |