Spdr S&p 500 Etf shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 18k | 666.16 |
| 2025-06-30 | $9.9M | 16k | 617.85 |
| 2025-03-31 | $8.5M | 15k | 559.38 |
| 2024-12-31 | $9.7M | 17k | 586.08 |
| 2024-09-30 | $9.6M | 17k | 573.75 |
| 2024-06-30 | $8.5M | 16k | 544.23 |
| 2024-03-31 | $8.4M | 16k | 523.07 |
| 2023-12-31 | $7.9M | 17k | 475.31 |
| 2023-09-30 | $7.4M | 17k | 427.48 |
| 2023-06-30 | $7.3M | 17k | 443.13 |
| 2023-03-31 | $6.9M | 17k | 409.39 |
| 2022-12-31 | $6.5M | 17k | 382.43 |
| 2022-09-30 | $7.0M | 20k | 357.18 |
| 2022-06-30 | $7.4M | 20k | 377.24 |
| 2022-03-31 | $8.9M | 20k | 451.66 |
| 2021-12-31 | $9.6M | 20k | 474.95 |
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