Spdr S&p 500 Etf shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $169k | 254 | 666.18 |
| 2025-06-30 | $207k | 335 | 617.85 |
| 2025-03-31 | $199k | 355 | 559.49 |
| 2024-12-31 | $208k | 355 | 586.16 |
| 2024-09-30 | $204k | 355 | 573.81 |
| 2024-03-31 | $247k | 473 | 523.07 |
| 2023-12-31 | $225k | 473 | 475.31 |
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