Spdr S&p 500 Etf shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $968k | 1.7k | 573.65 |
| 2024-03-31 | $880k | 1.7k | 522.93 |
| 2023-09-30 | $723k | 1.7k | 427.36 |
| 2023-06-30 | $699k | 1.6k | 443.41 |
| 2023-03-31 | $536k | 1.3k | 409.48 |
| 2022-12-31 | $1.2M | 3.3k | 382.43 |
| 2022-09-30 | $1.2M | 3.4k | 357.18 |
| 2022-06-30 | $1.1M | 3.0k | 380.25 |
| 2022-03-31 | $1.4M | 3.1k | 456.74 |
| 2021-12-31 | $1.5M | 3.1k | 474.94 |
| 2021-09-30 | $1.5M | 3.5k | 434.26 |
| 2021-06-30 | $351k | 793 | 442.62 |
| 2021-03-31 | $314k | 793 | 395.96 |
| 2020-12-31 | $282k | 755 | 373.51 |
| 2020-09-30 | $253k | 755 | 335.10 |
| 2020-06-30 | $234k | 760 | 307.89 |
| 2019-12-31 | $248k | 769 | 322.50 |
| 2019-09-30 | $228k | 769 | 296.49 |
More positions owned by Shakespeare Wealth Management
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