Spdr S&p 500 Etf shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 7.7k | 666.13 |
| 2025-06-30 | $6.9M | 11k | 617.84 |
| 2025-03-31 | $5.2M | 9.3k | 559.38 |
| 2024-12-31 | $9.0M | 15k | 586.07 |
| 2024-09-30 | $9.3M | 16k | 573.76 |
| 2024-06-30 | $94M | 173k | 544.22 |
| 2024-03-31 | $96M | 188k | 508.88 |
| 2023-12-31 | $630k | 1.3k | 475.31 |
| 2023-09-30 | $352k | 823 | 427.48 |