Spdr S&p 500 Etf shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson Wealth Management 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 Tolleson Wealth Management 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 Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $44M | 76k | 576.31 |
| 2024-03-31 | $16M | 31k | 523.09 |
| 2023-12-31 | $15M | 31k | 477.23 |
| 2023-09-30 | $15M | 34k | 427.48 |
| 2023-06-30 | $16M | 36k | 443.28 |
| 2023-03-31 | $14M | 34k | 409.39 |
| 2022-12-31 | $13M | 35k | 382.44 |
| 2022-09-30 | $12M | 35k | 357.17 |
| 2022-06-30 | $13M | 35k | 378.69 |
| 2022-03-31 | $16M | 35k | 453.00 |
| 2021-12-31 | $17M | 36k | 476.60 |
| 2021-09-30 | $17M | 39k | 430.63 |
| 2021-06-30 | $17M | 40k | 428.05 |
| 2021-03-31 | $16M | 39k | 396.33 |
| 2020-12-31 | $15M | 39k | 375.31 |
| 2020-09-30 | $13M | 39k | 334.90 |
| 2020-06-30 | $12M | 40k | 309.83 |
| 2020-03-31 | $21M | 82k | 257.75 |
| 2019-12-31 | $14M | 43k | 323.30 |
| 2019-09-30 | $13M | 43k | 298.15 |
| 2019-06-30 | $1.2M | 4.2k | 293.11 |
| 2019-03-31 | $1.2M | 4.2k | 282.38 |
| 2018-12-31 | $1.1M | 4.2k | 252.09 |
More positions owned by Tolleson Wealth Management
View all positions for Tolleson Wealth Management