Spdr S&p 500 Etf shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by waypoint wealth counsel 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 waypoint wealth counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 17k | 666.17 |
| 2025-06-30 | $10M | 17k | 617.84 |
| 2025-03-31 | $8.6M | 15k | 559.39 |
| 2024-12-31 | $9.1M | 16k | 586.09 |
| 2024-09-30 | $8.9M | 16k | 573.77 |
| 2024-06-30 | $7.9M | 15k | 544.23 |
| 2024-03-31 | $7.8M | 15k | 523.07 |
| 2023-12-31 | $5.6M | 12k | 475.30 |
| 2023-09-30 | $4.6M | 11k | 427.48 |
| 2023-03-31 | $4.0M | 9.9k | 409.40 |
| 2022-12-31 | $3.8M | 9.8k | 382.43 |