SlateStone Wealth »

Spdr S&p 500 Etf shares owned by SlateStone Wealth

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by SlateStone Wealth from 13F filings

Historical chart of SlateStone Wealth investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by SlateStone Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $63M 116k 544.23
2024-03-31 $64M 122k 523.07
2023-12-31 $60M 126k 475.31
2023-09-30 $52M 120k 427.48
2023-06-30 $53M 120k 443.28
2023-03-31 $50M 121k 409.39
2022-12-31 $46M 121k 382.43
2022-09-30 $43M 120k 357.18
2022-06-30 $46M 121k 377.25
2022-03-31 $54M 120k 451.64
2021-12-31 $57M 121k 474.96
2021-09-30 $52M 121k 429.14
2021-06-30 $53M 123k 428.06
2021-03-31 $48M 121k 396.33
2020-12-31 $45M 121k 373.88
2020-09-30 $28M 85k 334.89
2020-06-30 $26M 85k 308.36
2020-03-31 $22M 86k 257.75
2019-12-31 $28M 85k 321.86
2019-09-30 $25M 85k 296.77
2019-06-30 $25M 85k 293.00
2019-03-31 $25M 87k 282.48
2018-12-31 $22M 86k 249.92