Spdr S&p 500 Etf shares owned by Schulz Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Schulz Wealth
from 13F filings
Historical chart of Schulz Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Schulz Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $691k | 1.0k | 666.14 |
| 2025-06-30 | $606k | 981 | 617.81 |
| 2025-03-31 | $285k | 510 | 559.39 |
| 2024-12-31 | $299k | 510 | 586.08 |
| 2024-09-30 | $293k | 510 | 573.76 |
| 2024-06-30 | $278k | 510 | 544.22 |
| 2024-03-31 | $267k | 510 | 523.07 |
| 2023-12-31 | $242k | 510 | 475.31 |