Spdr S&p 500 Etf shares owned by Wealth Management Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 5.0k | 666.18 |
| 2025-06-30 | $3.1M | 5.0k | 620.72 |
| 2025-03-31 | $2.8M | 5.0k | 559.42 |
| 2024-12-31 | $3.0M | 5.1k | 586.12 |
| 2024-09-30 | $2.9M | 5.0k | 573.79 |
| 2024-06-30 | $3.0M | 5.5k | 544.25 |
| 2024-03-31 | $2.9M | 5.5k | 523.10 |
| 2023-12-31 | $2.7M | 5.6k | 475.33 |
| 2023-09-30 | $2.4M | 5.6k | 427.50 |
| 2023-06-30 | $2.5M | 5.7k | 443.30 |
| 2023-03-31 | $2.3M | 5.6k | 409.41 |
| 2022-12-31 | $2.2M | 6.0k | 371.68 |
| 2022-09-30 | $2.1M | 6.0k | 344.33 |
| 2022-06-30 | $2.4M | 7.0k | 342.71 |
| 2022-03-31 | $2.7M | 6.0k | 447.00 |
| 2021-12-31 | $2.9M | 6.0k | 479.33 |
| 2021-09-30 | $2.6M | 5.9k | 429.22 |
| 2021-06-30 | $2.6M | 6.1k | 428.06 |
| 2021-03-31 | $2.5M | 6.2k | 406.61 |
| 2020-12-31 | $2.7M | 7.0k | 383.82 |
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