Spdr S&p 500 Etf shares owned by WESPAC Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by WESPAC Advisors
from 13F filings
Historical chart of WESPAC Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by WESPAC Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $835k | 1.6k | 522.96 |
| 2023-12-31 | $711k | 1.5k | 475.26 |
| 2023-09-30 | $632k | 1.5k | 427.76 |
| 2023-06-30 | $653k | 1.5k | 443.29 |
| 2023-03-31 | $601k | 1.5k | 409.41 |
| 2022-06-30 | $9.5M | 25k | 377.26 |
| 2022-03-31 | $1.0M | 2.3k | 451.60 |
| 2021-12-31 | $768k | 1.6k | 475.25 |
| 2021-09-30 | $282k | 657 | 429.22 |
| 2021-03-31 | $287k | 725 | 395.86 |
| 2020-12-31 | $570k | 1.5k | 373.77 |
| 2020-09-30 | $376k | 1.1k | 334.52 |
| 2020-06-30 | $391k | 1.3k | 308.85 |
| 2020-03-31 | $229k | 890 | 257.30 |
| 2019-06-30 | $206k | 704 | 292.61 |
| 2018-12-31 | $290k | 1.2k | 250.22 |
| 2018-09-30 | $220k | 757 | 290.62 |
| 2018-03-31 | $226k | 858 | 263.40 |
| 2016-12-31 | $242k | 1.1k | 223.87 |
| 2016-09-30 | $214k | 990 | 216.16 |
| 2016-06-30 | $314k | 1.5k | 209.61 |
| 2014-12-31 | $2.3M | 11k | 205.57 |