Spdr S&p 500 Etf shares owned by SFG Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 95k | 666.18 |
| 2025-06-30 | $57M | 93k | 617.85 |
| 2025-03-31 | $51M | 92k | 559.39 |
| 2024-12-31 | $53M | 90k | 586.08 |
| 2024-09-30 | $51M | 89k | 573.76 |
| 2024-06-30 | $48M | 88k | 544.22 |
| 2024-03-31 | $45M | 86k | 523.07 |
| 2023-12-31 | $40M | 84k | 475.31 |
| 2023-09-30 | $33M | 78k | 427.48 |
| 2023-06-30 | $33M | 73k | 443.28 |
| 2023-03-31 | $28M | 68k | 409.39 |
| 2022-12-31 | $23M | 60k | 382.43 |
| 2022-09-30 | $11M | 30k | 357.18 |
| 2022-06-30 | $9.4M | 25k | 377.25 |
| 2022-03-31 | $7.5M | 17k | 451.64 |
| 2021-12-31 | $4.7M | 10k | 474.96 |