Spdr S&p 500 Etf shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Strategic Family Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 19k | 666.19 |
| 2025-06-30 | $12M | 19k | 617.86 |
| 2025-03-31 | $11M | 19k | 559.39 |
| 2024-12-31 | $11M | 18k | 586.07 |
| 2024-09-30 | $10M | 18k | 573.74 |
| 2024-06-30 | $8.8M | 16k | 544.23 |
| 2024-03-31 | $8.4M | 16k | 523.08 |
| 2023-12-31 | $7.9M | 17k | 475.32 |
| 2023-09-30 | $7.0M | 17k | 427.49 |
| 2023-06-30 | $7.2M | 16k | 443.27 |
| 2023-03-31 | $6.5M | 16k | 409.38 |
| 2022-12-31 | $5.2M | 14k | 382.42 |
| 2022-09-30 | $5.8M | 16k | 357.16 |
| 2022-06-30 | $5.9M | 16k | 377.26 |
| 2022-03-31 | $6.6M | 15k | 451.67 |
| 2021-12-31 | $6.1M | 13k | 474.93 |
| 2021-09-30 | $5.4M | 13k | 429.18 |
| 2021-06-30 | $4.2M | 9.8k | 428.09 |
| 2021-03-31 | $2.9M | 7.3k | 396.40 |
| 2020-12-31 | $2.3M | 6.1k | 373.82 |
| 2020-09-30 | $2.1M | 6.2k | 334.80 |
| 2020-06-30 | $1.8M | 5.9k | 308.67 |
| 2020-03-31 | $865k | 3.4k | 257.75 |
| 2019-12-31 | $310k | 963 | 321.91 |
| 2019-09-30 | $286k | 962 | 297.30 |
| 2019-06-30 | $282k | 961 | 293.44 |
| 2019-03-31 | $297k | 1.1k | 282.59 |
| 2018-12-31 | $262k | 1.1k | 249.52 |
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