Spdr S&p 500 Etf shares owned by Partnership Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Partnership Wealth Management
from 13F filings
Historical chart of Partnership Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Partnership Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $572k | 859 | 666.26 |
| 2025-06-30 | $516k | 836 | 617.74 |
| 2025-03-31 | $440k | 787 | 559.08 |
| 2024-12-31 | $496k | 846 | 586.01 |
| 2024-09-30 | $375k | 654 | 573.96 |
| 2024-06-30 | $601k | 1.1k | 544.10 |
| 2024-03-31 | $472k | 902 | 523.05 |
| 2023-12-31 | $397k | 823 | 482.89 |
More positions owned by Partnership Wealth Management
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