Spdr S&p 500 Etf shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 569 | 666.49 |
| 2025-06-30 | $351k | 568 | 618.32 |
| 2025-03-31 | $318k | 568 | 558.91 |
| 2024-12-31 | $332k | 567 | 585.60 |
| 2024-09-30 | $325k | 566 | 573.40 |
| 2024-06-30 | $433k | 795 | 544.46 |
| 2022-12-31 | $202k | 527 | 382.28 |
| 2022-09-30 | $216k | 604 | 357.62 |
| 2022-06-30 | $227k | 602 | 377.08 |
| 2022-03-31 | $271k | 600 | 451.67 |
| 2021-12-31 | $284k | 599 | 474.12 |
| 2021-09-30 | $213k | 496 | 429.44 |
| 2021-06-30 | $212k | 496 | 427.42 |
| 2021-03-31 | $196k | 496 | 395.16 |
| 2020-12-31 | $185k | 495 | 373.74 |
| 2020-09-30 | $166k | 494 | 336.03 |
| 2020-06-30 | $146k | 473 | 308.67 |
| 2020-03-31 | $132k | 511 | 258.32 |
| 2019-12-31 | $164k | 509 | 322.20 |
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