Spdr S&p 500 Etf shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $21M | 38k | 544.22 |
| 2024-03-31 | $19M | 36k | 523.07 |
| 2023-09-30 | $15M | 36k | 427.48 |
| 2023-06-30 | $16M | 36k | 443.28 |
| 2023-03-31 | $15M | 37k | 409.39 |
| 2022-12-31 | $14M | 37k | 382.43 |
| 2022-09-30 | $13M | 38k | 357.18 |
| 2022-06-30 | $15M | 39k | 377.36 |
| 2022-03-31 | $18M | 40k | 451.65 |
| 2021-12-31 | $19M | 41k | 474.99 |
| 2021-09-30 | $17M | 41k | 429.15 |
| 2021-06-30 | $17M | 41k | 428.05 |
| 2021-03-31 | $12M | 45k | 257.75 |
| 2020-12-31 | $15M | 41k | 373.79 |
| 2020-09-30 | $14M | 41k | 334.88 |
| 2020-06-30 | $14M | 44k | 308.37 |
| 2020-03-31 | $12M | 45k | 257.75 |
More positions owned by Wellspring Financial Advisors
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