Spdr S&p 500 Etf shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 19k | 573.76 |
| 2024-06-30 | $10M | 19k | 544.22 |
| 2024-03-31 | $10M | 19k | 523.08 |
| 2023-12-31 | $9.1M | 19k | 475.31 |
| 2023-09-30 | $8.3M | 19k | 427.48 |
| 2023-06-30 | $8.7M | 20k | 443.28 |
| 2023-03-31 | $8.1M | 20k | 409.38 |
| 2022-12-31 | $7.0M | 18k | 382.43 |
| 2022-09-30 | $3.6M | 10k | 357.20 |
| 2022-06-30 | $3.8M | 10k | 377.30 |
| 2022-03-31 | $4.6M | 10k | 451.64 |
| 2021-12-31 | $5.0M | 10k | 474.95 |
| 2021-09-30 | $4.8M | 11k | 429.13 |
| 2021-06-30 | $4.4M | 10k | 428.07 |
| 2021-03-31 | $4.1M | 10k | 396.39 |
| 2020-12-31 | $4.2M | 11k | 373.90 |