Spdr S&p 500 Etf shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
from 13F filings
Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr S&p 500 Etf by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $306k | 443 | 691.36 |
| 2025-09-30 | $301k | 443 | 679.94 |
| 2025-06-30 | $282k | 443 | 636.48 |
| 2025-03-31 | $253k | 453 | 558.84 |
| 2024-12-31 | $265k | 452 | 586.67 |
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