Spdr S&p 500 Etf shares owned by Private Wealth Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private Wealth Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 4.9k | 523.07 |
| 2023-12-31 | $2.3M | 4.9k | 475.31 |
| 2023-09-30 | $2.1M | 4.9k | 427.48 |
| 2023-06-30 | $2.2M | 4.9k | 443.28 |
| 2023-03-31 | $2.0M | 4.9k | 409.39 |
| 2022-12-31 | $1.9M | 4.9k | 382.43 |
| 2022-09-30 | $1.3M | 3.5k | 357.18 |
| 2022-06-30 | $1.3M | 3.4k | 377.22 |
| 2022-03-31 | $1.5M | 3.4k | 451.66 |
| 2021-12-31 | $1.6M | 3.4k | 475.06 |
| 2021-09-30 | $1.4M | 3.4k | 429.04 |
| 2021-06-30 | $1.4M | 3.2k | 427.99 |
| 2021-03-31 | $1.3M | 3.2k | 396.44 |
| 2020-12-31 | $1.2M | 3.2k | 373.95 |
| 2020-09-30 | $1.1M | 3.2k | 334.90 |
| 2020-06-30 | $1.1M | 3.5k | 308.28 |
| 2020-03-31 | $918k | 3.6k | 257.87 |
| 2019-12-31 | $13M | 41k | 321.86 |
| 2019-09-30 | $23M | 76k | 296.78 |
| 2019-06-30 | $23M | 78k | 293.00 |
| 2019-03-31 | $18M | 63k | 282.47 |
| 2018-12-31 | $1.2M | 4.6k | 249.89 |
| 2018-09-30 | $24M | 83k | 290.72 |
| 2018-06-30 | $24M | 88k | 271.28 |
| 2018-03-31 | $9.3M | 35k | 263.16 |
| 2017-12-31 | $19M | 73k | 266.86 |