SMART Wealth »

Spdr S&p 500 Etf shares owned by SMART Wealth

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

Historical chart of SMART 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 SMART 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 SMART Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $578k 1.0k 573.76
2024-06-30 $324k 595 544.22
2024-03-31 $311k 594 523.07
2023-12-31 $1.2M 2.6k 475.36
2023-09-30 $1.2M 2.7k 427.52
2023-06-30 $1.1M 2.6k 443.32
2023-03-31 $777k 1.9k 409.44
2022-12-31 $3.3M 8.6k 382.44