Spdr S&p 500 Etf shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $597k | 918 | 650.34 |
| 2024-12-31 | $280k | 478 | 586.39 |
| 2024-09-30 | $233k | 406 | 574.00 |
| 2024-06-30 | $253k | 464 | 544.22 |
| 2024-03-31 | $238k | 454 | 523.07 |
| 2023-12-31 | $308k | 648 | 475.31 |
| 2023-09-30 | $275k | 643 | 427.48 |
| 2022-06-30 | $1.7M | 4.5k | 377.17 |
| 2022-03-31 | $2.1M | 4.6k | 451.64 |
| 2021-12-31 | $527k | 3.4k | 154.55 |
| 2021-09-30 | $2.2M | 5.2k | 433.09 |
| 2021-06-30 | $2.1M | 4.9k | 427.96 |
| 2021-03-31 | $1.1M | 2.8k | 396.48 |
| 2020-12-31 | $925k | 2.5k | 374.04 |
| 2020-09-30 | $1.4M | 4.0k | 346.81 |
| 2020-06-30 | $1.2M | 3.7k | 317.71 |
| 2020-03-31 | $924k | 3.2k | 286.51 |
| 2019-12-31 | $388k | 1.2k | 321.99 |
| 2019-09-30 | $376k | 1.3k | 296.53 |
| 2019-06-30 | $290k | 993 | 292.04 |
| 2019-03-31 | $262k | 930 | 281.72 |
| 2018-12-31 | $7.5M | 30k | 249.92 |
| 2018-09-30 | $203k | 700 | 290.00 |
| 2018-06-30 | $244k | 900 | 271.11 |
| 2018-03-31 | $131k | 500 | 262.00 |
| 2017-12-31 | $126k | 475 | 265.26 |
| 2017-09-30 | $138k | 550 | 250.91 |
| 2017-06-30 | $163k | 675 | 241.48 |
| 2017-03-31 | $94k | 400 | 235.74 |
| 2016-12-31 | $89k | 400 | 223.53 |
| 2016-09-30 | $87k | 400 | 216.30 |
| 2016-06-30 | $94k | 450 | 209.47 |
| 2016-03-31 | $93k | 450 | 205.52 |
| 2015-12-31 | $91k | 450 | 202.22 |