Spdr S&p 500 Etf shares owned by PFG Private Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by PFG Private Wealth Management
from 13F filings
Historical chart of PFG Private Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by PFG Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $887k | 1.5k | 573.76 |
| 2024-06-30 | $845k | 1.6k | 544.22 |
| 2024-03-31 | $820k | 1.6k | 523.07 |
| 2023-12-31 | $765k | 1.6k | 475.31 |
| 2023-09-30 | $714k | 1.7k | 427.48 |
| 2023-06-30 | $734k | 1.7k | 443.28 |
| 2023-03-31 | $666k | 1.6k | 409.39 |
| 2022-12-31 | $626k | 1.6k | 382.17 |
| 2022-09-30 | $590k | 1.7k | 357.14 |
| 2022-06-30 | $621k | 1.6k | 377.05 |
| 2022-03-31 | $724k | 1.6k | 451.65 |
| 2021-12-31 | $1.1M | 2.3k | 475.10 |
| 2021-09-30 | $683k | 1.6k | 429.02 |
| 2021-06-30 | $677k | 1.6k | 427.94 |
| 2021-03-31 | $625k | 1.6k | 396.57 |
| 2020-12-31 | $584k | 1.6k | 374.12 |
| 2020-09-30 | $519k | 1.6k | 334.62 |
| 2020-06-30 | $478k | 1.6k | 308.19 |
| 2020-03-31 | $395k | 1.5k | 258.00 |
| 2019-12-31 | $496k | 1.5k | 322.08 |
More positions owned by PFG Private Wealth Management
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