Spdr S&p 500 Etf shares owned by Wealthquest
Historical chart of Wealthquest investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Wealthquest consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 5.1k | 568.62 |
| 2024-06-30 | $2.7M | 5.0k | 544.22 |
| 2024-03-31 | $2.6M | 5.0k | 523.07 |
| 2023-12-31 | $2.5M | 5.2k | 475.31 |
| 2023-09-30 | $2.3M | 5.3k | 427.48 |
| 2023-06-30 | $2.1M | 4.8k | 443.28 |
| 2023-03-31 | $2.0M | 4.8k | 409.39 |
| 2022-12-31 | $1.8M | 4.8k | 382.43 |
| 2022-09-30 | $1.7M | 4.8k | 357.01 |
| 2022-06-30 | $1.9M | 5.1k | 377.07 |
| 2022-03-31 | $2.5M | 5.2k | 474.86 |
| 2021-12-31 | $2.5M | 5.2k | 474.86 |
| 2021-09-30 | $2.3M | 5.4k | 429.05 |
| 2021-06-30 | $2.2M | 5.2k | 427.89 |
| 2021-03-31 | $2.1M | 5.3k | 396.31 |
| 2020-12-31 | $901k | 2.4k | 373.70 |
| 2020-09-30 | $807k | 2.4k | 334.72 |
| 2020-06-30 | $893k | 2.9k | 308.36 |
| 2019-12-31 | $871k | 2.7k | 321.76 |
| 2019-09-30 | $727k | 2.5k | 296.61 |
| 2019-06-30 | $718k | 2.5k | 292.94 |
| 2019-03-31 | $853k | 3.0k | 282.36 |
| 2018-12-31 | $751k | 3.0k | 249.75 |
| 2015-03-31 | $213k | 1.0k | 206.60 |