Spdr S&p 500 Etf shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 5.0k | 666.15 |
| 2025-06-30 | $3.1M | 5.0k | 617.83 |
| 2025-03-31 | $2.8M | 5.0k | 559.38 |
| 2024-12-31 | $2.9M | 5.0k | 586.04 |
| 2024-09-30 | $2.8M | 4.9k | 573.73 |
| 2024-06-30 | $2.9M | 5.3k | 544.24 |
| 2024-03-31 | $2.8M | 5.3k | 523.06 |
| 2023-12-31 | $2.5M | 5.3k | 475.31 |
| 2023-09-30 | $2.0M | 4.6k | 427.48 |
| 2023-06-30 | $1.7M | 3.8k | 443.28 |
| 2023-03-31 | $1.6M | 3.8k | 409.38 |
| 2022-12-31 | $810k | 2.1k | 382.42 |
| 2022-09-30 | $752k | 2.1k | 357.24 |
| 2022-06-30 | $802k | 2.1k | 377.06 |
| 2022-03-31 | $1.1M | 2.5k | 451.56 |
| 2021-12-31 | $2.1M | 4.9k | 431.00 |
| 2021-09-30 | $2.2M | 5.2k | 428.93 |
| 2021-06-30 | $1.8M | 4.3k | 427.86 |
| 2021-03-31 | $648k | 1.6k | 396.57 |
| 2020-12-31 | $629k | 1.7k | 373.96 |
| 2020-09-30 | $2.6M | 7.7k | 334.82 |
| 2020-06-30 | $1.1M | 3.5k | 308.25 |
| 2020-03-31 | $1.1M | 4.3k | 257.74 |
| 2019-12-31 | $900k | 2.8k | 322.19 |