Spdr S&p 500 Etf shares owned by Wealth Management Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $732k | 1.1k | 666.18 |
| 2025-06-30 | $678k | 1.1k | 617.85 |
| 2025-03-31 | $480k | 858 | 559.39 |
| 2024-12-31 | $518k | 884 | 586.08 |
| 2024-09-30 | $491k | 855 | 573.76 |
| 2024-06-30 | $361k | 664 | 544.22 |
| 2024-03-31 | $347k | 664 | 523.07 |
| 2023-12-31 | $316k | 664 | 475.31 |
| 2023-09-30 | $284k | 664 | 427.48 |
| 2023-06-30 | $294k | 664 | 443.28 |
| 2023-03-31 | $256k | 626 | 409.39 |
| 2022-12-31 | $239k | 626 | 381.37 |
| 2022-09-30 | $224k | 626 | 356.98 |
| 2022-06-30 | $236k | 626 | 376.94 |
| 2022-03-31 | $288k | 638 | 451.40 |
| 2021-12-31 | $303k | 638 | 475.16 |
| 2021-09-30 | $274k | 638 | 429.75 |
| 2021-06-30 | $272k | 638 | 426.88 |
| 2021-03-31 | $255k | 642 | 396.89 |
| 2020-12-31 | $255k | 681 | 375.00 |
| 2020-09-30 | $220k | 656 | 335.79 |
| 2020-06-30 | $203k | 656 | 309.96 |
| 2019-12-31 | $270k | 839 | 321.59 |
| 2019-09-30 | $317k | 1.1k | 297.50 |
| 2019-06-30 | $312k | 1.1k | 293.08 |
| 2019-03-31 | $301k | 1.1k | 282.77 |