Spdr S&p 500 Etf shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 462 | 671.61 |
| 2025-06-30 | $311k | 502 | 620.34 |
| 2025-03-31 | $274k | 513 | 533.94 |
| 2024-12-31 | $3.6M | 6.2k | 580.49 |
| 2024-09-30 | $291k | 500 | 582.30 |
| 2024-06-30 | $292k | 521 | 561.32 |
| 2024-03-31 | $270k | 536 | 503.53 |
| 2023-12-31 | $2.7M | 5.7k | 476.49 |
| 2023-09-30 | $248k | 582 | 426.43 |
| 2023-06-30 | $261k | 589 | 443.28 |
| 2023-03-31 | $248k | 596 | 415.51 |
| 2022-12-31 | $289k | 699 | 412.83 |
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