Spdr S&p 500 Etf shares owned by WealthBridge Investment Counsel
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by WealthBridge Investment Counsel
from 13F filings
Historical chart of WealthBridge Investment Counsel investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by WealthBridge Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by WealthBridge Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.0k | 666.17 |
| 2025-06-30 | $1.3M | 2.0k | 617.79 |
| 2025-03-31 | $1.2M | 2.1k | 559.15 |
| 2024-12-31 | $1.3M | 2.2k | 586.00 |
| 2024-09-30 | $1.2M | 2.1k | 573.99 |
| 2024-06-30 | $1.2M | 2.1k | 544.30 |
| 2024-03-31 | $1.5M | 2.9k | 523.17 |
| 2023-12-31 | $1.4M | 2.9k | 475.45 |
| 2023-09-30 | $1.3M | 3.0k | 427.32 |
| 2023-06-30 | $1.4M | 3.2k | 443.19 |
| 2023-03-31 | $1.3M | 3.2k | 409.39 |
| 2022-12-31 | $1.3M | 3.4k | 382.41 |
| 2022-09-30 | $1.2M | 3.3k | 357.32 |
| 2022-06-30 | $1.3M | 3.3k | 377.34 |
| 2022-03-31 | $1.4M | 3.1k | 451.51 |
| 2021-12-31 | $1.4M | 2.9k | 474.96 |
| 2021-09-30 | $1.1M | 2.6k | 429.28 |
| 2021-06-30 | $1.1M | 2.7k | 427.93 |
| 2021-03-31 | $1.3M | 3.2k | 396.29 |
| 2020-12-31 | $1.2M | 3.2k | 373.94 |
| 2020-09-30 | $1.1M | 3.2k | 335.00 |
| 2020-06-30 | $1.4M | 3.3k | 419.99 |
| 2020-03-31 | $865k | 3.4k | 257.67 |
| 2019-12-31 | $1.1M | 3.4k | 321.73 |
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