Spdr S&p 500 Etf shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $57M | 100k | 575.49 |
| 2024-06-30 | $49M | 90k | 544.64 |
| 2024-03-31 | $45M | 85k | 524.62 |
| 2023-12-31 | $43M | 90k | 475.80 |
| 2023-09-30 | $38M | 88k | 428.64 |
| 2023-06-30 | $45M | 102k | 443.68 |
| 2023-03-31 | $35M | 84k | 410.87 |
| 2022-12-31 | $27M | 70k | 384.73 |
| 2022-09-30 | $27M | 74k | 358.71 |
| 2022-06-30 | $33M | 87k | 378.82 |
| 2022-03-31 | $34M | 74k | 451.64 |
| 2021-12-31 | $45M | 95k | 474.96 |
| 2021-09-30 | $29M | 67k | 429.14 |
| 2021-06-30 | $27M | 63k | 428.05 |
| 2021-03-31 | $26M | 66k | 396.33 |
| 2020-12-31 | $34M | 90k | 373.88 |
| 2020-09-30 | $22M | 65k | 334.89 |
| 2020-06-30 | $20M | 65k | 308.20 |
| 2020-03-31 | $16M | 61k | 257.75 |
| 2019-12-31 | $19M | 59k | 321.86 |
More positions owned by Steel Peak Wealth Management
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