Spdr S&p 500 Etf shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wells Trecaso Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $833k | 1.3k | 666.18 |
| 2025-06-30 | $795k | 1.3k | 617.85 |
| 2025-03-31 | $726k | 1.3k | 559.39 |
| 2024-12-31 | $760k | 1.3k | 586.08 |
| 2024-09-30 | $759k | 1.3k | 573.76 |
| 2024-06-30 | $720k | 1.3k | 544.22 |
| 2024-03-31 | $692k | 1.3k | 523.07 |
| 2023-12-31 | $676k | 1.4k | 475.31 |
| 2023-09-30 | $597k | 1.4k | 427.48 |
| 2023-06-30 | $686k | 1.5k | 443.28 |
| 2023-03-31 | $674k | 1.6k | 409.39 |
| 2022-12-31 | $687k | 1.8k | 382.43 |
| 2022-09-30 | $642k | 1.8k | 357.26 |
| 2022-06-30 | $771k | 2.0k | 377.02 |
| 2022-03-31 | $1.0M | 2.2k | 451.80 |
| 2021-12-31 | $1.0M | 2.2k | 475.11 |
| 2021-09-30 | $948k | 2.2k | 428.96 |
| 2021-06-30 | $946k | 2.2k | 428.05 |
| 2021-03-31 | $876k | 2.2k | 396.38 |
| 2020-12-31 | $957k | 2.6k | 373.83 |
| 2020-09-30 | $877k | 2.6k | 334.73 |
| 2020-06-30 | $808k | 2.6k | 308.40 |
| 2020-03-31 | $666k | 2.6k | 257.64 |
| 2019-12-31 | $832k | 2.6k | 321.86 |
| 2019-09-30 | $765k | 2.6k | 296.63 |
| 2019-06-30 | $756k | 2.6k | 293.14 |
| 2019-03-31 | $729k | 2.6k | 282.67 |
| 2018-12-31 | $663k | 2.7k | 249.81 |
| 2018-09-30 | $760k | 2.6k | 290.74 |
| 2018-06-30 | $694k | 2.6k | 271.09 |
| 2018-03-31 | $674k | 2.6k | 263.28 |
| 2017-12-31 | $621k | 2.3k | 266.87 |
More positions owned by Wells Trecaso Financial Group
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