Spdr S&p 500 Etf shares owned by Waypoint Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Waypoint Wealth Partners
from 13F filings
Historical chart of Waypoint Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Waypoint Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $572k | 997 | 573.76 |
| 2024-06-30 | $616k | 1.1k | 544.22 |
| 2024-03-31 | $644k | 1.2k | 523.07 |
| 2023-12-31 | $463k | 975 | 475.31 |
| 2023-09-30 | $476k | 1.1k | 427.48 |
| 2023-06-30 | $515k | 1.2k | 443.28 |
| 2023-03-31 | $475k | 1.2k | 409.39 |
| 2022-12-31 | $567k | 1.5k | 382.43 |
| 2022-09-30 | $529k | 1.5k | 356.95 |
| 2022-06-30 | $559k | 1.5k | 377.19 |
| 2022-03-31 | $1.1M | 2.3k | 451.67 |
| 2021-12-31 | $428k | 902 | 474.50 |
| 2021-09-30 | $447k | 1.0k | 428.98 |
| 2021-06-30 | $446k | 1.0k | 428.02 |
| 2021-03-31 | $419k | 1.1k | 396.03 |
| 2020-12-31 | $396k | 1.1k | 374.29 |