Spdr S&p 500 Etf shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.6M | 14k | 475.32 |
| 2023-09-30 | $1.3M | 17k | 73.95 |
| 2023-06-30 | $1.5M | 17k | 86.73 |
| 2023-03-31 | $258k | 17k | 14.80 |
| 2022-12-31 | $6.5M | 17k | 382.41 |
| 2022-09-30 | $5.3M | 15k | 357.21 |
| 2022-06-30 | $6.1M | 16k | 377.24 |
| 2022-03-31 | $6.8M | 15k | 451.62 |
| 2021-12-31 | $7.3M | 15k | 474.96 |
| 2021-09-30 | $7.1M | 17k | 429.15 |
| 2021-06-30 | $4.5M | 11k | 428.03 |
| 2021-03-31 | $4.2M | 11k | 396.32 |
| 2020-12-31 | $51k | 10k | 5.00 |
| 2020-09-30 | $4.0M | 12k | 334.91 |
| 2020-06-30 | $3.2M | 10k | 308.41 |
| 2020-03-31 | $1.9M | 7.4k | 257.73 |
| 2019-12-31 | $1.3M | 4.0k | 321.86 |
| 2019-09-30 | $936k | 3.2k | 296.67 |
| 2019-06-30 | $1.0M | 3.4k | 293.02 |
| 2019-03-31 | $632k | 2.2k | 282.27 |
| 2018-12-31 | $594k | 2.4k | 249.89 |
| 2018-09-30 | $1.8M | 7.0k | 261.04 |
| 2018-06-30 | $927k | 3.4k | 271.21 |
| 2018-03-31 | $906k | 3.8k | 235.81 |
| 2017-12-31 | $916k | 3.4k | 266.98 |
| 2017-09-30 | $846k | 3.4k | 251.26 |
| 2017-06-30 | $814k | 3.4k | 241.76 |
| 2017-03-31 | $897k | 3.8k | 235.62 |
| 2016-12-31 | $975k | 4.4k | 223.62 |
| 2016-09-30 | $1.6M | 7.3k | 216.29 |
| 2016-06-30 | $1.9M | 8.9k | 209.53 |
| 2016-03-31 | $1.9M | 9.0k | 205.53 |