Spdr S&p 500 Etf shares owned by Unique Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Unique Wealth
from 13F filings
Historical chart of Unique Wealth 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 Unique Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Unique Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50M | 75k | 666.18 |
| 2025-06-30 | $45M | 73k | 617.85 |
| 2025-03-31 | $33M | 58k | 559.39 |
| 2024-12-31 | $29M | 50k | 586.08 |
| 2024-09-30 | $26M | 45k | 573.76 |
| 2024-06-30 | $19M | 36k | 544.21 |
| 2024-03-31 | $17M | 33k | 523.07 |
| 2023-12-31 | $16M | 34k | 475.32 |
| 2023-09-30 | $9.6M | 23k | 427.47 |
| 2023-06-30 | $4.2M | 9.6k | 443.29 |
| 2023-03-31 | $4.8M | 12k | 409.41 |
| 2022-12-31 | $3.1M | 8.1k | 382.45 |