Spdr S&p 500 Etf shares owned by Wealth Management Associates
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $696k | 1.0k | 665.93 |
| 2025-06-30 | $655k | 1.1k | 617.88 |
| 2025-03-31 | $558k | 998 | 559.42 |
| 2024-12-31 | $493k | 841 | 586.12 |
| 2024-09-30 | $469k | 817 | 573.80 |
| 2024-06-30 | $445k | 817 | 544.25 |
| 2024-03-31 | $445k | 817 | 544.25 |
| 2023-12-31 | $448k | 942 | 475.34 |
| 2023-09-30 | $285k | 667 | 427.51 |
| 2023-06-30 | $296k | 667 | 443.31 |
| 2023-03-31 | $273k | 667 | 409.42 |
| 2022-12-31 | $255k | 667 | 382.46 |
| 2022-09-30 | $238k | 667 | 357.21 |
| 2022-06-30 | $257k | 680 | 377.28 |
| 2022-03-31 | $307k | 680 | 451.67 |
| 2021-12-31 | $317k | 667 | 475.00 |
| 2021-09-30 | $286k | 667 | 429.17 |
| 2021-06-30 | $286k | 667 | 428.09 |
| 2021-03-31 | $264k | 667 | 396.36 |
| 2020-12-31 | $249k | 667 | 373.91 |
| 2020-09-30 | $257k | 767 | 334.91 |
| 2020-06-30 | $237k | 767 | 308.38 |
| 2019-12-31 | $231k | 717 | 321.88 |
| 2019-09-30 | $213k | 717 | 296.79 |
| 2019-06-30 | $210k | 717 | 293.02 |
| 2019-03-31 | $504k | 1.8k | 282.49 |
More positions owned by Wealth Management Associates
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