Spdr S&p 500 Etf shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $454k | 734 | 617.85 |
| 2025-03-31 | $231k | 413 | 559.39 |
| 2024-12-31 | $7.1M | 12k | 586.08 |
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