Spdr S&p 500 Etf shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 27k | 573.78 |
| 2024-06-30 | $9.5M | 17k | 544.21 |
| 2024-03-31 | $7.3M | 14k | 523.09 |
| 2023-12-31 | $22M | 46k | 475.31 |
| 2023-09-30 | $17M | 41k | 427.53 |
| 2022-12-31 | $4.2M | 11k | 382.44 |
| 2022-09-30 | $1.9M | 5.0k | 370.37 |
| 2022-06-30 | $1.8M | 4.9k | 377.19 |