Spdr S&p 500 Etf shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.7k | 666.07 |
| 2025-06-30 | $764k | 1.2k | 617.82 |
| 2025-03-31 | $652k | 1.2k | 559.44 |
| 2024-12-31 | $816k | 1.4k | 586.01 |
| 2024-09-30 | $799k | 1.4k | 573.63 |
| 2024-06-30 | $757k | 1.4k | 544.40 |
| 2024-03-31 | $716k | 1.4k | 523.17 |
| 2023-12-31 | $818k | 1.7k | 475.57 |
| 2023-09-30 | $641k | 1.5k | 427.54 |
| 2023-06-30 | $646k | 1.5k | 443.51 |
| 2023-03-31 | $596k | 1.5k | 409.49 |
| 2022-12-31 | $532k | 1.4k | 382.63 |
| 2022-09-30 | $476k | 1.3k | 356.82 |
| 2022-06-30 | $506k | 1.3k | 377.05 |
| 2022-03-31 | $492k | 1.1k | 450.96 |
| 2021-12-31 | $514k | 1.1k | 474.17 |
| 2021-09-30 | $431k | 1.0k | 428.86 |
| 2021-06-30 | $417k | 975 | 427.69 |
| 2021-03-31 | $400k | 1.0k | 396.04 |
| 2020-12-31 | $395k | 1.1k | 373.70 |
| 2020-09-30 | $354k | 1.1k | 334.91 |
| 2020-06-30 | $356k | 1.2k | 307.69 |
| 2020-03-31 | $349k | 1.4k | 257.19 |
| 2019-12-31 | $432k | 1.3k | 321.43 |
| 2019-09-30 | $389k | 1.3k | 296.04 |
| 2019-06-30 | $388k | 1.3k | 292.39 |
| 2019-03-31 | $389k | 1.4k | 282.50 |
| 2018-12-31 | $371k | 1.5k | 249.33 |
| 2018-09-30 | $265k | 913 | 290.25 |
| 2018-06-30 | $330k | 1.2k | 271.16 |
| 2018-03-31 | $320k | 1.2k | 262.94 |
| 2017-12-31 | $338k | 1.3k | 266.77 |
| 2017-09-30 | $300k | 1.2k | 250.63 |
| 2017-06-30 | $296k | 1.2k | 241.24 |
| 2017-03-31 | $317k | 1.3k | 235.34 |
| 2016-12-31 | $300k | 1.3k | 222.88 |
| 2016-09-30 | $291k | 1.3k | 216.20 |
| 2016-06-30 | $277k | 1.3k | 209.21 |
| 2016-03-31 | $303k | 1.5k | 205.01 |
| 2015-12-31 | $301k | 1.5k | 203.79 |
| 2015-09-30 | $282k | 1.5k | 190.93 |
| 2015-06-30 | $267k | 1.3k | 205.86 |
| 2015-03-31 | $267k | 1.3k | 205.86 |
| 2014-12-31 | $266k | 1.3k | 205.25 |
| 2014-09-30 | $255k | 1.3k | 196.76 |
| 2014-06-30 | $351k | 1.8k | 195.54 |
| 2014-03-31 | $279k | 1.5k | 186.62 |
| 2013-12-31 | $274k | 1.5k | 184.51 |
| 2013-06-30 | $230k | 1.4k | 159.94 |