Spdr S&p 500 Etf shares owned by Private Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.7M | 6.9k | 681.92 |
| 2025-09-30 | $5.9M | 8.8k | 666.18 |
| 2025-06-30 | $5.6M | 9.1k | 617.85 |
| 2025-03-31 | $5.1M | 9.1k | 559.38 |
| 2024-12-31 | $5.2M | 8.9k | 586.06 |
| 2024-09-30 | $5.4M | 9.3k | 573.73 |
| 2024-03-31 | $4.1M | 7.8k | 523.09 |
| 2023-12-31 | $3.7M | 7.8k | 475.30 |
| 2023-09-30 | $3.4M | 7.8k | 427.46 |
| 2023-06-30 | $3.5M | 7.9k | 443.29 |
| 2023-03-31 | $3.5M | 8.5k | 409.39 |
| 2022-12-31 | $3.2M | 8.4k | 382.45 |
| 2020-12-31 | $2.5M | 6.8k | 373.84 |
| 2020-09-30 | $2.4M | 7.2k | 334.86 |
| 2020-06-30 | $2.3M | 7.3k | 308.40 |
| 2020-03-31 | $1.9M | 7.4k | 257.77 |
| 2019-12-31 | $2.1M | 6.5k | 321.79 |
| 2019-09-30 | $1.9M | 6.3k | 296.84 |
| 2019-06-30 | $1.7M | 5.9k | 293.05 |
| 2019-03-31 | $986k | 3.5k | 282.36 |
| 2018-12-31 | $1.3M | 5.1k | 249.90 |
| 2018-09-30 | $1.2M | 4.1k | 290.79 |
| 2018-06-30 | $1.1M | 4.1k | 271.36 |
| 2018-03-31 | $1.1M | 4.3k | 263.06 |
| 2017-12-31 | $1.1M | 4.3k | 266.82 |
| 2017-09-30 | $1.1M | 4.3k | 251.28 |
| 2017-06-30 | $1.1M | 4.4k | 241.80 |
| 2017-03-31 | $1.0M | 4.3k | 235.68 |
| 2016-12-31 | $1.0M | 4.6k | 223.47 |
| 2016-09-30 | $303k | 1.4k | 216.43 |
| 2016-06-30 | $293k | 1.4k | 209.29 |
| 2016-03-31 | $288k | 1.4k | 205.71 |
| 2015-12-31 | $323k | 1.6k | 204.17 |
| 2014-09-30 | $842k | 4.3k | 196.96 |
| 2014-06-30 | $1.4M | 6.9k | 195.67 |
| 2014-03-31 | $1.3M | 7.0k | 187.01 |
| 2013-12-31 | $1.2M | 6.4k | 184.66 |