Spdr S&p 500 Etf shares owned by PRW Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.1M | 2.6k | 415.59 |
| 2023-06-30 | $1.2M | 2.6k | 450.84 |
| 2023-03-31 | $1.2M | 2.8k | 415.93 |
| 2022-12-31 | $1.0M | 2.6k | 382.43 |
| 2022-09-30 | $1.0M | 2.9k | 357.22 |
| 2022-06-30 | $957k | 2.5k | 377.07 |
| 2022-03-31 | $1.5M | 3.4k | 451.58 |
| 2021-12-31 | $772k | 1.6k | 474.78 |
| 2021-09-30 | $568k | 1.3k | 429.33 |
| 2021-06-30 | $6.4M | 15k | 428.09 |
| 2021-03-31 | $495k | 1.2k | 396.63 |
| 2020-12-31 | $538k | 1.4k | 373.87 |
| 2020-09-30 | $542k | 1.6k | 334.77 |
| 2020-06-30 | $511k | 1.7k | 308.39 |
| 2020-03-31 | $330k | 1.3k | 257.61 |
| 2019-12-31 | $412k | 1.3k | 321.62 |
| 2019-09-30 | $410k | 1.4k | 296.89 |
| 2019-06-30 | $405k | 1.4k | 293.27 |
| 2019-03-31 | $390k | 1.4k | 282.40 |
| 2018-12-31 | $345k | 1.4k | 249.82 |