Spdr S&p 500 Etf shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner 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 Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.6k | 666.13 |
| 2025-06-30 | $2.2M | 3.5k | 617.81 |
| 2025-03-31 | $2.1M | 3.8k | 559.44 |
| 2024-12-31 | $2.2M | 3.8k | 586.13 |
| 2024-09-30 | $2.1M | 3.7k | 573.83 |
| 2024-06-30 | $2.0M | 3.7k | 544.20 |
| 2024-03-31 | $1.8M | 3.5k | 523.01 |
| 2023-12-31 | $1.8M | 3.8k | 475.25 |
| 2023-09-30 | $1.5M | 3.5k | 427.53 |
| 2023-06-30 | $1.6M | 3.6k | 443.28 |
| 2023-03-31 | $1.6M | 3.8k | 409.34 |
| 2022-12-31 | $1.5M | 3.8k | 382.41 |
| 2022-09-30 | $1.6M | 4.6k | 357.24 |
| 2022-06-30 | $1.8M | 4.8k | 377.24 |
| 2022-03-31 | $2.1M | 4.7k | 451.71 |
| 2021-12-31 | $1.9M | 4.1k | 474.82 |
| 2021-09-30 | $1.8M | 3.9k | 459.38 |
| 2021-06-30 | $1.6M | 3.7k | 427.92 |
| 2021-03-31 | $1.4M | 3.5k | 396.29 |
| 2020-12-31 | $1.0M | 2.8k | 373.92 |
| 2018-09-30 | $327k | 1.1k | 290.67 |
| 2018-06-30 | $271k | 1.0k | 271.00 |
| 2018-03-31 | $247k | 937 | 263.61 |
| 2017-12-31 | $321k | 1.2k | 276.01 |