Spdr S&p 500 Etf shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 6.0k | 666.18 |
| 2025-06-30 | $3.8M | 6.1k | 617.89 |
| 2025-03-31 | $3.5M | 6.2k | 559.39 |
| 2024-12-31 | $3.3M | 5.6k | 586.04 |
| 2024-09-30 | $2.6M | 4.6k | 573.79 |
| 2024-06-30 | $2.6M | 4.8k | 544.22 |
| 2024-03-31 | $2.1M | 4.0k | 523.10 |
| 2023-12-31 | $1.7M | 3.5k | 475.38 |
| 2023-09-30 | $1.5M | 3.4k | 427.37 |
| 2023-06-30 | $1.4M | 3.1k | 443.13 |
| 2023-03-31 | $1.5M | 3.7k | 409.29 |
| 2022-12-31 | $1.3M | 3.3k | 382.60 |
| 2022-09-30 | $1.2M | 3.4k | 357.16 |
| 2022-06-30 | $1.2M | 3.2k | 377.16 |
| 2022-03-31 | $2.3M | 5.2k | 451.58 |
| 2021-12-31 | $2.6M | 5.5k | 475.04 |
| 2021-09-30 | $2.4M | 5.7k | 429.05 |
| 2021-06-30 | $2.3M | 5.3k | 428.12 |
| 2021-03-31 | $2.1M | 5.4k | 396.39 |
| 2020-12-31 | $1.8M | 4.9k | 373.95 |
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