Spdr S&p 500 Etf shares owned by Upper Left Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Upper Left Wealth Management
from 13F filings
Historical chart of Upper Left Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Upper Left Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 2.5k | 586.08 |
| 2024-09-30 | $1.4M | 2.5k | 563.68 |
| 2024-06-30 | $1.4M | 2.5k | 544.22 |
| 2024-03-31 | $1.3M | 2.5k | 523.07 |
| 2023-12-31 | $1.3M | 2.7k | 475.31 |
| 2023-09-30 | $1.3M | 3.0k | 427.48 |
| 2023-06-30 | $2.9M | 6.5k | 443.28 |
| 2023-03-31 | $2.7M | 6.6k | 409.37 |
| 2022-12-31 | $2.6M | 6.7k | 382.41 |
| 2022-09-30 | $2.1M | 50k | 42.94 |
| 2022-06-30 | $2.2M | 49k | 44.33 |
| 2022-03-31 | $2.8M | 53k | 53.27 |
| 2021-12-31 | $4.3M | 9.0k | 476.23 |
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