Spdr S&p 500 Etf shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $0 | 699k | 0.00 |
| 2025-09-30 | $1.9M | 808k | 2.34 |
| 2025-06-30 | $24M | 730k | 32.95 |
| 2025-03-31 | $19M | 760k | 24.32 |
| 2024-12-31 | $426M | 742k | 573.76 |
| 2024-06-30 | $333M | 612k | 544.22 |
| 2024-03-31 | $192M | 367k | 523.07 |
| 2023-12-31 | $169M | 356k | 475.31 |
| 2023-09-30 | $190M | 443k | 427.48 |
| 2023-06-30 | $8.1M | 18k | 443.27 |
| 2023-03-31 | $7.3M | 18k | 409.38 |
| 2022-12-31 | $2.9M | 7.4k | 400.56 |
| 2022-09-30 | $2.9M | 8.0k | 362.74 |
| 2022-06-30 | $2.5M | 6.6k | 388.58 |
| 2022-03-31 | $2.4M | 5.2k | 456.82 |
| 2021-12-31 | $2.4M | 5.3k | 447.93 |
| 2021-09-30 | $2.4M | 5.2k | 456.04 |
| 2021-06-30 | $2.7M | 6.3k | 434.73 |
| 2021-03-31 | $2.2M | 5.3k | 406.02 |
| 2020-12-31 | $1.8M | 4.8k | 375.76 |
| 2020-09-30 | $1.8M | 5.1k | 352.32 |
| 2020-06-30 | $1.6M | 5.0k | 326.84 |
| 2020-03-31 | $1.3M | 4.6k | 285.78 |
| 2019-12-31 | $1.4M | 4.4k | 321.99 |
| 2019-09-30 | $1.3M | 4.6k | 296.18 |
| 2019-06-30 | $792k | 2.6k | 301.37 |
| 2019-03-31 | $402k | 1.4k | 292.58 |
| 2018-12-31 | $336k | 1.3k | 266.24 |
| 2018-06-30 | $305k | 1.1k | 277.78 |
| 2017-12-31 | $294k | 1.1k | 278.15 |
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