Spdr S&p 500 Etf shares owned by Unique Wealth Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Unique Wealth Strategies
from 13F filings
Historical chart of Unique Wealth Strategies investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr S&p 500 Etf by Unique Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $823k | 1.1k | 747.03 |
| 2026-03-31 | $2.0M | 3.1k | 650.62 |
| 2025-12-31 | $855k | 1.3k | 682.09 |
| 2025-09-30 | $834k | 1.3k | 666.31 |
| 2025-06-30 | $215k | 347 | 618.25 |
| 2025-03-31 | $270k | 482 | 559.65 |
| 2024-12-31 | $342k | 583 | 586.30 |
| 2024-09-30 | $362k | 631 | 573.95 |
| 2024-06-30 | $327k | 625 | 523.24 |
| 2024-03-31 | $327k | 625 | 523.24 |
| 2023-12-31 | $363k | 763 | 475.39 |