Spdr S&p 500 Etf shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 2.2k | 586.05 |
| 2024-09-30 | $827k | 1.4k | 573.72 |
| 2024-06-30 | $784k | 1.4k | 544.18 |
| 2024-03-31 | $754k | 1.4k | 523.03 |
| 2023-12-31 | $685k | 1.4k | 475.27 |
| 2023-09-30 | $616k | 1.4k | 427.45 |
| 2023-06-30 | $639k | 1.4k | 443.25 |
| 2023-03-31 | $590k | 1.4k | 409.36 |
| 2022-12-31 | $561k | 1.5k | 382.43 |
| 2022-09-30 | $510k | 1.4k | 356.89 |
| 2022-06-30 | $539k | 1.4k | 376.92 |
| 2022-03-31 | $646k | 1.4k | 451.75 |
| 2021-12-31 | $697k | 1.5k | 476.09 |
| 2021-09-30 | $608k | 1.4k | 429.38 |
| 2021-06-30 | $606k | 1.4k | 427.97 |
| 2021-03-31 | $378k | 953 | 396.64 |
| 2020-12-31 | $356k | 953 | 373.56 |
| 2020-09-30 | $349k | 1.0k | 334.61 |
| 2020-06-30 | $294k | 953 | 308.50 |
| 2020-03-31 | $246k | 953 | 258.13 |
| 2019-12-31 | $307k | 953 | 322.14 |