Spdr S&p 500 Etf shares owned by Wealthspan Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Wealthspan Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $984k | 1.7k | 573.81 |
2024-06-30 | $868k | 1.6k | 544.10 |
2024-03-31 | $756k | 1.4k | 523.25 |
2023-12-31 | $493k | 1.0k | 475.45 |
2023-09-30 | $444k | 1.0k | 427.52 |
2023-06-30 | $461k | 1.0k | 443.24 |
2023-03-31 | $425k | 1.0k | 409.28 |
2022-12-31 | $400k | 1.0k | 382.60 |
2022-09-30 | $423k | 1.2k | 357.26 |
2022-06-30 | $426k | 1.1k | 376.99 |