Spdr S&p 500 Etf shares owned by Straight Path Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Straight Path Wealth Management
from 13F filings
Historical chart of Straight Path Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Straight Path Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $308k | 536 | 573.76 |
| 2024-06-30 | $452k | 831 | 544.22 |
| 2024-03-31 | $435k | 831 | 523.07 |
| 2023-12-31 | $395k | 831 | 475.31 |
| 2023-09-30 | $602k | 1.4k | 427.48 |
| 2023-06-30 | $625k | 1.4k | 443.28 |
| 2023-03-31 | $417k | 1.0k | 409.39 |
| 2022-12-31 | $390k | 1.0k | 382.43 |
| 2022-09-30 | $361k | 1.0k | 357.07 |
| 2022-06-30 | $370k | 981 | 377.17 |
| 2022-03-31 | $740k | 1.6k | 451.77 |
| 2021-12-31 | $736k | 1.5k | 475.15 |
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