Spdr S&p 500 Etf shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 9.5k | 666.18 |
| 2025-06-30 | $6.2M | 10k | 617.84 |
| 2025-03-31 | $3.3M | 5.9k | 559.35 |
| 2024-12-31 | $2.9M | 5.0k | 586.11 |
| 2024-09-30 | $1.9M | 3.2k | 573.75 |
| 2024-06-30 | $1.6M | 3.0k | 544.24 |
| 2024-03-31 | $1.3M | 2.4k | 523.11 |
| 2023-12-31 | $1.1M | 2.3k | 475.23 |
| 2023-09-30 | $972k | 2.3k | 427.50 |
| 2023-06-30 | $1.0M | 2.3k | 443.20 |
| 2023-03-31 | $951k | 2.3k | 409.41 |
| 2022-12-31 | $2.3M | 5.6k | 412.83 |
| 2022-09-30 | $2.4M | 6.1k | 393.94 |
| 2022-03-31 | $2.9M | 7.0k | 411.26 |
More positions owned by WealthPlan Investment Management
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