Spdr S&p 500 Etf shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.6M | 7.6k | 475.31 |
| 2023-09-30 | $22k | 51k | 0.43 |
| 2023-06-30 | $22M | 51k | 443.28 |
| 2023-03-31 | $21M | 52k | 409.39 |
| 2022-12-31 | $20M | 51k | 382.43 |
| 2022-09-30 | $3.3M | 9.2k | 357.00 |
| 2022-06-30 | $3.8M | 10k | 377.30 |
| 2022-03-31 | $1.3M | 48k | 27.43 |
| 2021-12-31 | $9.8M | 21k | 475.09 |
| 2021-09-30 | $8.9M | 21k | 429.16 |
| 2021-06-30 | $3.7M | 8.7k | 428.09 |
| 2021-03-31 | $3.5M | 8.8k | 396.21 |
| 2020-12-31 | $2.5M | 6.6k | 373.97 |
| 2020-09-30 | $2.1M | 6.4k | 334.90 |
| 2020-06-30 | $2.3M | 7.6k | 308.25 |
| 2020-03-31 | $3.6M | 14k | 257.58 |
| 2019-12-31 | $942k | 2.9k | 321.61 |
| 2019-09-30 | $827k | 2.8k | 296.42 |
| 2019-06-30 | $818k | 2.8k | 293.02 |
| 2019-03-31 | $319k | 1.1k | 282.80 |
| 2018-12-31 | $489k | 2.0k | 250.13 |
| 2018-09-30 | $328k | 1.1k | 290.78 |
| 2018-06-30 | $306k | 1.1k | 271.28 |
| 2018-03-31 | $297k | 1.1k | 263.30 |
| 2017-12-31 | $381k | 1.4k | 266.84 |
More positions owned by Pinnacle Wealth Planning Services
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