Spdr S&p 500 Etf shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $320k | 558 | 573.76 |
| 2024-06-30 | $301k | 553 | 544.22 |
| 2024-03-31 | $289k | 553 | 523.07 |
| 2023-12-31 | $284k | 597 | 475.31 |
| 2023-09-30 | $249k | 583 | 427.48 |
| 2023-06-30 | $257k | 579 | 443.28 |
| 2023-03-31 | $230k | 561 | 409.39 |
| 2022-06-30 | $214k | 566 | 378.09 |
| 2022-03-31 | $294k | 650 | 452.31 |
| 2021-12-31 | $259k | 546 | 474.36 |