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Spdr S&p 500 Etf shares owned by Stone Point Wealth

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

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 4.5k 573.76
2024-06-30 $2.2M 4.1k 544.22
2024-03-31 $2.1M 4.1k 523.07
2023-12-31 $1.9M 4.0k 475.31
2023-09-30 $776k 1.8k 427.48
2023-06-30 $418k 942 443.28
2023-03-31 $353k 862 409.39
2022-12-31 $333k 870 382.43
2022-09-30 $266k 745 357.05
2022-06-30 $300k 795 377.36
2022-03-31 $321k 707 454.03