Spdr S&p 500 Etf shares owned by Signature Wealth Management Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Signature Wealth Management Group
from 13F filings
Historical chart of Signature Wealth Management Group investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Signature Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Signature Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 365 | 666.18 |
| 2025-06-30 | $226k | 365 | 617.85 |
| 2025-03-31 | $227k | 405 | 559.39 |
| 2024-12-31 | $251k | 429 | 586.08 |
| 2024-09-30 | $246k | 429 | 573.76 |
| 2024-06-30 | $234k | 429 | 544.22 |
| 2024-03-31 | $212k | 429 | 495.16 |
| 2023-12-31 | $351k | 739 | 475.31 |
| 2022-12-31 | $225k | 587 | 382.43 |
| 2021-12-31 | $515k | 1.1k | 475.09 |
| 2019-12-31 | $274k | 852 | 321.60 |
| 2018-09-30 | $104k | 395 | 263.29 |
| 2018-06-30 | $187k | 691 | 270.62 |
| 2018-03-31 | $182k | 691 | 263.39 |
| 2017-12-31 | $184k | 691 | 266.28 |
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