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Spdr S&p 500 Etf shares owned by TCWP

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by TCWP from 13F filings

Historical chart of TCWP investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by TCWP consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by TCWP

Quarter filed Position value Share count Share price at filing
2023-06-30 $346k 780 443.28
2023-03-31 $490k 1.2k 409.39
2022-12-31 $3.5M 9.2k 382.43
2022-09-30 $9.1M 26k 357.16
2022-06-30 $6.6M 18k 377.23
2022-03-31 $3.5M 7.8k 451.63
2021-12-31 $4.4M 9.4k 474.92

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