Spdr S&p 500 Etf shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 35k | 475.31 |
| 2023-09-30 | $16M | 37k | 427.48 |
| 2023-06-30 | $23M | 51k | 443.28 |
| 2023-03-31 | $9.8M | 24k | 409.39 |
| 2022-12-31 | $10M | 27k | 382.43 |
| 2022-09-30 | $9.4M | 27k | 357.19 |
| 2022-06-30 | $10M | 27k | 377.24 |
| 2022-03-31 | $12M | 26k | 451.64 |
| 2021-12-31 | $12M | 25k | 474.97 |
| 2021-09-30 | $12M | 25k | 455.95 |
| 2021-03-31 | $6.1M | 16k | 396.32 |
| 2020-12-31 | $5.0M | 13k | 373.91 |
| 2020-09-30 | $4.5M | 13k | 334.86 |
| 2020-06-30 | $3.7M | 12k | 308.40 |
| 2020-03-31 | $3.6M | 14k | 255.48 |
| 2019-12-31 | $2.4M | 7.6k | 321.85 |
More positions owned by Transcend Wealth Collective
View all positions for Transcend Wealth Collective