Spdr S&p 500 Etf shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $59M | 113k | 524.66 |
| 2023-09-30 | $49M | 113k | 429.05 |
| 2023-06-30 | $49M | 111k | 443.28 |
| 2023-03-31 | $45M | 111k | 408.02 |
| 2022-12-31 | $40M | 105k | 382.42 |
| 2022-09-30 | $37M | 104k | 357.17 |
| 2022-06-30 | $39M | 103k | 377.26 |
| 2022-03-31 | $45M | 101k | 449.61 |
| 2021-12-31 | $48M | 102k | 472.87 |
| 2021-09-30 | $45M | 105k | 426.36 |
| 2021-03-31 | $43M | 108k | 395.35 |
| 2020-12-31 | $40M | 109k | 372.09 |
| 2020-09-30 | $37M | 110k | 333.33 |
| 2020-06-30 | $37M | 121k | 308.36 |
| 2020-03-31 | $31M | 121k | 257.75 |
| 2019-12-31 | $39M | 120k | 321.86 |
| 2019-09-30 | $33M | 110k | 296.77 |
| 2019-06-30 | $34M | 114k | 293.00 |
| 2019-03-31 | $101M | 101k | 992.32 |
| 2018-12-31 | $26M | 103k | 249.92 |
| 2018-09-30 | $32k | 103k | 0.32 |
| 2018-06-30 | $30k | 102k | 0.30 |
| 2018-03-31 | $26k | 99k | 0.26 |
| 2017-12-31 | $25M | 94k | 266.70 |
| 2017-09-30 | $25M | 99k | 251.23 |
| 2017-06-30 | $21M | 87k | 241.80 |
| 2017-03-31 | $20M | 84k | 235.75 |
| 2016-12-31 | $18M | 82k | 223.53 |
| 2016-09-30 | $18M | 85k | 216.31 |
| 2016-06-30 | $18M | 83k | 209.47 |