Spdr S&p 500 Etf shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $5.8M | 15k | 373.90 |
| 2020-09-30 | $2.5M | 7.5k | 334.89 |
| 2020-06-30 | $2.3M | 7.6k | 308.35 |
| 2020-03-31 | $1.9M | 7.4k | 257.78 |
| 2019-12-31 | $2.4M | 7.4k | 321.83 |
| 2019-09-30 | $1.1M | 3.6k | 296.81 |
| 2019-06-30 | $1.2M | 4.0k | 292.99 |
| 2019-03-31 | $1.0M | 3.7k | 282.56 |
| 2018-12-31 | $1.0M | 4.0k | 250.00 |
| 2018-09-30 | $1.1M | 3.7k | 290.79 |
| 2018-06-30 | $1.4M | 5.2k | 271.37 |
| 2018-03-31 | $1.8M | 7.2k | 251.29 |
| 2017-12-31 | $1.5M | 5.6k | 266.88 |
| 2017-09-30 | $1.8M | 7.2k | 251.29 |
| 2017-06-30 | $1.8M | 7.3k | 241.74 |
| 2017-03-31 | $1.8M | 7.5k | 235.69 |
| 2016-12-31 | $1.6M | 7.2k | 223.57 |
| 2016-09-30 | $1.6M | 7.4k | 216.32 |
| 2016-06-30 | $1.5M | 7.4k | 209.42 |
| 2016-03-31 | $1.5M | 7.5k | 205.51 |
| 2015-12-31 | $1.8M | 8.8k | 203.87 |
| 2015-09-30 | $1.4M | 7.1k | 191.64 |
| 2015-06-30 | $1.1M | 5.3k | 205.77 |
| 2015-03-31 | $1.0M | 5.0k | 206.52 |
| 2014-12-31 | $1.0M | 5.0k | 205.62 |
| 2014-09-30 | $896k | 4.5k | 196.97 |
| 2014-06-30 | $884k | 4.5k | 195.79 |
| 2014-03-31 | $4.5M | 24k | 187.02 |
| 2013-12-31 | $4.4M | 24k | 184.70 |
More positions owned by SVA Plumb Wealth Management
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