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
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Quarterly reported holdings in Spdr S&p 500 Etf by SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.6k | 666.22 |
| 2025-06-30 | $900k | 1.5k | 617.88 |
| 2025-03-31 | $789k | 1.4k | 559.40 |
| 2024-12-31 | $803k | 1.4k | 586.08 |
| 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 |