Spdr S&p 500 Etf shares owned by WealthTrust Asset Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by WealthTrust Asset Management
from 13F filings
Historical chart of WealthTrust Asset Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by WealthTrust Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $467k | 814 | 573.76 |
| 2024-06-30 | $648k | 1.2k | 544.22 |
| 2024-03-31 | $4.0M | 7.6k | 523.04 |
| 2023-12-31 | $4.5M | 9.5k | 475.33 |
| 2023-09-30 | $2.3M | 5.3k | 427.51 |
| 2023-06-30 | $4.9M | 11k | 443.29 |
| 2023-03-31 | $4.9M | 12k | 409.40 |
| 2022-12-31 | $4.7M | 12k | 382.43 |
| 2022-09-30 | $2.3M | 6.4k | 357.15 |
| 2022-06-30 | $4.5M | 12k | 377.23 |
| 2022-03-31 | $11M | 25k | 451.65 |
| 2021-12-31 | $550k | 1.2k | 474.96 |
| 2021-09-30 | $471k | 1.1k | 428.96 |
| 2021-06-30 | $470k | 1.1k | 428.05 |
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