Spdr S&p 500 Etf shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $63k | 131 | 477.11 |
| 2023-09-30 | $56k | 131 | 429.07 |
| 2023-06-30 | $58k | 131 | 444.92 |
| 2023-03-31 | $55k | 133 | 410.90 |
| 2022-12-31 | $51k | 133 | 384.21 |
| 2022-09-30 | $51k | 143 | 356.64 |
| 2022-06-30 | $84k | 223 | 376.68 |
| 2022-03-31 | $35k | 78 | 448.72 |
| 2021-12-31 | $35k | 73 | 479.45 |
| 2021-09-30 | $29k | 67 | 432.84 |
| 2021-06-30 | $30k | 70 | 428.57 |
| 2021-03-31 | $22k | 56 | 392.86 |
| 2020-12-31 | $216k | 579 | 373.06 |
| 2020-09-30 | $194k | 579 | 335.06 |
| 2020-06-30 | $192k | 624 | 307.69 |
| 2020-03-31 | $192k | 744 | 258.06 |
| 2019-12-31 | $236k | 735 | 321.09 |
| 2019-09-30 | $218k | 734 | 297.00 |
| 2019-06-30 | $220k | 750 | 293.33 |
| 2019-03-31 | $159k | 563 | 282.42 |
| 2018-12-31 | $141k | 563 | 250.44 |
More positions owned by Prestige Wealth Management Group
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