Spdr S&p 500 Etf shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen 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 TriaGen 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 TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $734k | 1.3k | 586.08 |
| 2024-09-30 | $719k | 1.3k | 573.76 |
| 2024-06-30 | $631k | 1.2k | 544.22 |
| 2024-03-31 | $606k | 1.2k | 523.07 |
| 2023-12-31 | $571k | 1.2k | 475.31 |
| 2023-09-30 | $514k | 1.2k | 427.48 |
| 2023-06-30 | $533k | 1.2k | 443.28 |
| 2023-03-31 | $533k | 1.3k | 409.39 |
| 2022-12-31 | $534k | 1.4k | 382.43 |
| 2022-09-30 | $498k | 1.4k | 356.99 |
| 2022-06-30 | $709k | 1.9k | 377.13 |
| 2022-03-31 | $849k | 1.9k | 451.60 |
| 2021-12-31 | $988k | 2.1k | 475.00 |
| 2021-09-30 | $893k | 2.1k | 429.33 |
| 2021-06-30 | $912k | 2.1k | 438.46 |
| 2021-03-31 | $768k | 1.9k | 396.49 |
| 2020-12-31 | $1.2M | 3.3k | 373.86 |