Spdr S&p 500 Etf shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $83M | 355k | 232.29 |
| 2025-06-30 | $78M | 358k | 218.55 |
| 2025-03-31 | $69M | 355k | 194.45 |
| 2024-12-31 | $78M | 134k | 586.48 |
| 2024-09-30 | $75M | 132k | 568.71 |
| 2024-06-30 | $71M | 130k | 545.31 |
| 2024-03-31 | $51M | 98k | 523.07 |
| 2023-12-31 | $48M | 100k | 475.31 |
| 2023-09-30 | $34M | 79k | 427.48 |
| 2023-06-30 | $36M | 80k | 444.92 |
| 2023-03-31 | $32M | 78k | 409.39 |
| 2022-12-31 | $25M | 66k | 382.44 |
| 2022-09-30 | $24M | 68k | 357.18 |
| 2022-06-30 | $25M | 66k | 377.25 |
| 2022-03-31 | $31M | 69k | 451.64 |
| 2021-12-31 | $34M | 71k | 474.97 |
| 2021-09-30 | $31M | 72k | 429.15 |
| 2021-06-30 | $29M | 67k | 428.06 |
| 2021-03-31 | $27M | 67k | 396.33 |
| 2020-12-31 | $24M | 63k | 373.89 |
| 2020-09-30 | $21M | 64k | 334.90 |
| 2020-06-30 | $20M | 65k | 308.36 |
| 2020-03-31 | $17M | 67k | 259.13 |
| 2019-12-31 | $21M | 64k | 323.47 |
| 2019-09-30 | $19M | 63k | 298.16 |
| 2019-06-30 | $19M | 65k | 294.44 |
| 2019-03-31 | $19M | 66k | 283.71 |
| 2018-12-31 | $16M | 65k | 251.38 |
| 2018-09-30 | $20M | 68k | 292.02 |
| 2018-06-30 | $22M | 81k | 272.54 |
| 2018-03-31 | $25M | 94k | 264.13 |
| 2017-12-31 | $30M | 111k | 268.22 |
| 2017-09-30 | $30M | 117k | 252.46 |
| 2017-06-30 | $29M | 121k | 242.98 |
| 2017-03-31 | $28M | 120k | 236.77 |
| 2016-12-31 | $23M | 103k | 224.85 |
| 2016-09-30 | $23M | 104k | 217.39 |
| 2016-06-30 | $17M | 83k | 210.55 |
| 2016-03-31 | $18M | 85k | 206.56 |
| 2015-12-31 | $18M | 87k | 205.09 |
| 2015-09-30 | $17M | 88k | 192.66 |
| 2015-06-30 | $17M | 83k | 206.87 |
| 2015-03-31 | $17M | 81k | 207.35 |
| 2014-12-31 | $17M | 83k | 206.67 |
| 2014-09-30 | $16M | 82k | 197.96 |
| 2014-06-30 | $16M | 82k | 196.66 |
| 2014-03-31 | $15M | 81k | 187.83 |