Spdr S&p 500 Etf shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.8k | 666.42 |
| 2025-06-30 | $1.1M | 1.8k | 618.08 |
| 2025-03-31 | $974k | 1.7k | 559.60 |
| 2024-12-31 | $836k | 1.4k | 586.34 |
| 2024-09-30 | $782k | 1.4k | 574.03 |
| 2024-06-30 | $12M | 21k | 544.47 |
| 2024-03-31 | $5.9M | 11k | 523.32 |
| 2023-12-31 | $638k | 1.3k | 475.54 |
| 2023-09-30 | $574k | 1.3k | 427.69 |
| 2023-06-30 | $606k | 1.4k | 443.49 |
| 2023-03-31 | $568k | 1.4k | 409.39 |
| 2022-12-31 | $371k | 969 | 382.43 |
| 2022-09-30 | $346k | 969 | 357.07 |
| 2022-06-30 | $350k | 927 | 377.56 |
| 2022-03-31 | $455k | 1.0k | 451.84 |
| 2021-12-31 | $338k | 712 | 474.72 |
| 2020-09-30 | $1.7M | 5.2k | 334.80 |
| 2020-06-30 | $1.6M | 5.2k | 314.80 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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