Spdr S&p 500 Etf shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.1k | 666.28 |
| 2025-06-30 | $1.3M | 2.1k | 617.94 |
| 2025-03-31 | $1.1M | 2.0k | 559.48 |
| 2024-12-31 | $1.1M | 2.0k | 586.17 |
| 2024-09-30 | $1.1M | 1.9k | 573.85 |
| 2024-06-30 | $1.0M | 1.9k | 544.31 |
| 2024-03-31 | $1.0M | 1.9k | 523.14 |
| 2023-12-31 | $915k | 1.9k | 475.37 |