Spdr S&p 500 Etf shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.1M | 17k | 523.07 |
| 2023-12-31 | $8.3M | 18k | 475.30 |
| 2023-09-30 | $7.5M | 18k | 427.48 |
| 2023-06-30 | $7.7M | 17k | 443.27 |
| 2023-03-31 | $7.1M | 17k | 409.40 |
| 2022-12-31 | $6.9M | 18k | 382.42 |
| 2022-09-30 | $4.9M | 14k | 357.18 |
| 2022-06-30 | $5.0M | 13k | 377.25 |
| 2022-03-31 | $6.2M | 14k | 451.64 |
| 2021-12-31 | $6.4M | 13k | 474.96 |
| 2021-09-30 | $6.4M | 15k | 429.17 |
| 2021-06-30 | $7.2M | 17k | 428.06 |
| 2021-03-31 | $6.5M | 17k | 396.32 |
| 2020-12-31 | $5.8M | 16k | 373.88 |
| 2020-09-30 | $1.4M | 4.1k | 334.94 |
| 2020-06-30 | $1.3M | 4.2k | 308.38 |
| 2020-03-31 | $990k | 3.8k | 257.75 |
| 2019-12-31 | $1.8M | 5.7k | 321.80 |
| 2019-09-30 | $1.5M | 5.1k | 296.78 |
| 2019-06-30 | $1.4M | 4.7k | 292.95 |
| 2019-03-31 | $1.1M | 3.9k | 282.58 |
| 2018-12-31 | $223k | 890 | 250.56 |