Spdr S&p 500 Etf shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.8M | 11k | 427.49 |
| 2023-06-30 | $5.3M | 12k | 443.29 |
| 2023-03-31 | $4.8M | 12k | 409.40 |
| 2022-12-31 | $3.9M | 10k | 382.44 |
| 2022-09-30 | $3.6M | 10k | 357.15 |
| 2022-06-30 | $3.8M | 10k | 377.23 |
| 2022-03-31 | $4.6M | 10k | 451.65 |
| 2021-12-31 | $4.9M | 10k | 475.00 |
| 2021-09-30 | $4.4M | 10k | 429.11 |
| 2021-06-30 | $4.9M | 11k | 428.09 |
| 2021-03-31 | $4.0M | 9.7k | 414.19 |
| 2020-12-31 | $3.4M | 9.0k | 373.89 |
| 2020-09-30 | $1.9M | 5.7k | 334.87 |
| 2020-06-30 | $1.8M | 5.8k | 308.42 |
| 2020-03-31 | $1.5M | 5.6k | 257.75 |
| 2019-12-31 | $1.7M | 5.3k | 321.80 |
| 2019-09-30 | $1.9M | 6.4k | 296.81 |
| 2019-06-30 | $1.5M | 5.2k | 292.91 |
| 2019-03-31 | $1.4M | 5.0k | 282.54 |
| 2018-12-31 | $1.3M | 5.1k | 250.00 |
| 2018-09-30 | $1.4M | 4.8k | 290.80 |
| 2018-06-30 | $1.3M | 4.7k | 271.20 |
| 2018-03-31 | $851k | 3.2k | 263.14 |
| 2017-12-31 | $1.5M | 5.8k | 266.84 |
| 2017-09-30 | $668k | 2.7k | 251.13 |
| 2017-06-30 | $613k | 2.5k | 241.81 |
| 2017-03-31 | $598k | 2.5k | 235.90 |
| 2016-12-31 | $573k | 2.6k | 223.39 |
| 2016-09-30 | $555k | 2.6k | 216.37 |
| 2016-06-30 | $341k | 1.6k | 209.33 |
| 2016-03-31 | $115k | 560 | 205.36 |
| 2015-12-31 | $114k | 560 | 203.57 |
| 2015-09-30 | $107k | 560 | 191.07 |
| 2015-06-30 | $198k | 960 | 206.25 |
| 2015-03-31 | $198k | 960 | 206.25 |