Spdr S&p 500 Etf shares owned by Wealth Effects
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects 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 Wealth Effects 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 Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $761k | 1.1k | 666.18 |
| 2025-06-30 | $863k | 1.4k | 617.85 |
| 2025-03-31 | $710k | 1.3k | 559.39 |
| 2024-12-31 | $814k | 1.4k | 586.08 |
| 2024-09-30 | $866k | 1.5k | 573.76 |
| 2024-06-30 | $783k | 1.4k | 544.22 |
| 2024-03-31 | $886k | 1.7k | 523.21 |
| 2023-12-31 | $981k | 2.1k | 475.42 |
| 2023-09-30 | $419k | 980 | 427.68 |
| 2023-06-30 | $435k | 980 | 443.41 |
| 2023-03-31 | $401k | 980 | 409.43 |
| 2022-12-31 | $375k | 980 | 382.38 |
| 2022-09-30 | $350k | 980 | 357.14 |
| 2022-06-30 | $370k | 979 | 377.94 |
| 2022-03-31 | $465k | 1.0k | 451.46 |
| 2021-12-31 | $414k | 872 | 474.77 |