Spdr S&p 500 Etf shares owned by Wealth Architects
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 26k | 573.76 |
| 2024-06-30 | $15M | 28k | 544.23 |
| 2024-03-31 | $15M | 28k | 523.07 |
| 2023-12-31 | $12M | 26k | 475.32 |
| 2023-09-30 | $11M | 26k | 427.48 |
| 2023-06-30 | $11M | 26k | 443.28 |
| 2023-03-31 | $11M | 26k | 409.39 |
| 2022-12-31 | $9.8M | 26k | 382.43 |
| 2022-09-30 | $9.3M | 26k | 357.16 |
| 2022-06-30 | $9.8M | 26k | 377.24 |
| 2022-03-31 | $12M | 26k | 451.64 |
| 2021-12-31 | $12M | 26k | 474.97 |
| 2021-09-30 | $11M | 26k | 429.15 |
| 2021-06-30 | $11M | 26k | 428.07 |
| 2021-03-31 | $10M | 26k | 396.32 |
| 2020-12-31 | $8.4M | 23k | 373.86 |
| 2020-09-30 | $7.5M | 22k | 334.87 |
| 2020-06-30 | $6.4M | 21k | 308.39 |
| 2020-03-31 | $5.3M | 21k | 257.75 |
| 2019-12-31 | $7.3M | 23k | 321.88 |
| 2019-09-30 | $6.7M | 23k | 296.77 |
| 2019-06-30 | $6.6M | 23k | 293.01 |
| 2019-03-31 | $6.7M | 24k | 282.47 |
| 2018-12-31 | $5.6M | 22k | 249.94 |
| 2018-09-30 | $6.7M | 23k | 290.72 |
| 2018-06-30 | $6.0M | 22k | 271.28 |
| 2018-03-31 | $6.3M | 24k | 263.16 |
| 2017-12-31 | $5.6M | 21k | 266.87 |
| 2017-09-30 | $5.3M | 21k | 251.22 |
| 2017-06-30 | $5.7M | 24k | 241.81 |
| 2017-03-31 | $5.0M | 21k | 235.71 |
| 2016-12-31 | $4.8M | 21k | 223.52 |
| 2016-09-30 | $4.6M | 22k | 216.28 |
| 2016-06-30 | $4.5M | 22k | 209.46 |
| 2016-03-31 | $4.4M | 21k | 205.55 |
| 2015-12-31 | $4.1M | 20k | 203.88 |
| 2015-09-30 | $3.8M | 20k | 191.64 |
| 2015-06-30 | $4.7M | 23k | 205.86 |
| 2015-03-31 | $4.7M | 23k | 206.45 |
| 2014-12-31 | $4.4M | 22k | 205.51 |