Spdr S&p 500 Etf shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $668k | 1.3k | 523.16 |
| 2023-12-31 | $517k | 1.1k | 475.29 |
| 2023-09-30 | $395k | 924 | 427.33 |
| 2023-06-30 | $416k | 937 | 443.48 |
| 2023-03-31 | $785k | 1.9k | 409.42 |
| 2022-12-31 | $683k | 1.8k | 382.40 |
| 2022-09-30 | $704k | 2.0k | 357.00 |
| 2022-06-30 | $676k | 1.8k | 377.44 |
| 2022-03-31 | $809k | 1.8k | 451.70 |