Spdr S&p 500 Etf shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47M | 70k | 666.18 |
| 2025-06-30 | $1.9M | 3.1k | 617.91 |
| 2025-03-31 | $1.4M | 2.6k | 559.39 |
| 2024-12-31 | $39M | 66k | 586.09 |
| 2024-09-30 | $40M | 71k | 568.62 |
| 2024-06-30 | $43M | 78k | 545.34 |
| 2023-12-31 | $37M | 77k | 475.31 |
| 2023-09-30 | $32M | 75k | 427.48 |
| 2023-06-30 | $33M | 74k | 443.28 |
| 2023-03-31 | $30M | 72k | 409.39 |
| 2022-12-31 | $23M | 60k | 391.49 |
| 2022-09-30 | $18M | 50k | 357.19 |
| 2022-06-30 | $18M | 47k | 377.26 |
| 2022-03-31 | $22M | 49k | 451.64 |
| 2021-12-31 | $20M | 41k | 474.97 |
| 2021-09-30 | $16M | 37k | 429.77 |
| 2021-06-30 | $13M | 31k | 428.07 |
| 2021-03-31 | $9.6M | 24k | 396.35 |
| 2020-12-31 | $7.5M | 20k | 373.86 |
| 2020-09-30 | $5.5M | 17k | 334.89 |
| 2020-06-30 | $3.8M | 12k | 308.38 |
More positions owned by Strategic Wealth Designers
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