Spdr S&p 500 Etf shares owned by Wealth Alliance
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $8.6M | 15k | 573.76 |
2024-06-30 | $8.5M | 16k | 544.20 |
2024-03-31 | $8.3M | 16k | 523.07 |
2023-12-31 | $7.9M | 17k | 475.31 |
2023-09-30 | $6.9M | 16k | 427.49 |
2023-06-30 | $7.8M | 18k | 443.28 |
2023-03-31 | $6.5M | 16k | 409.39 |
2022-12-31 | $6.6M | 17k | 385.83 |
2022-09-30 | $6.2M | 17k | 357.20 |
2022-06-30 | $8.7M | 23k | 377.23 |
2022-03-31 | $8.0M | 18k | 451.62 |
2021-12-31 | $8.4M | 18k | 475.00 |
2021-09-30 | $7.9M | 18k | 429.18 |
2021-06-30 | $7.8M | 18k | 428.07 |
2021-03-31 | $6.8M | 17k | 396.35 |
2020-12-31 | $5.7M | 15k | 373.85 |
2020-09-30 | $5.2M | 16k | 334.91 |
2020-06-30 | $5.0M | 16k | 308.34 |
2020-03-31 | $11M | 44k | 257.74 |
2019-12-31 | $9.1M | 28k | 321.87 |