Spdr S&p 500 Etf shares owned by West Wealth Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by West Wealth Group
from 13F filings
Historical chart of West Wealth Group investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by West Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by West Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $666k | 1.0k | 665.02 |
| 2025-06-30 | $474k | 748 | 633.44 |
| 2025-03-31 | $639k | 1.1k | 561.16 |
| 2024-12-31 | $299k | 509 | 586.69 |
| 2024-09-30 | $285k | 496 | 573.78 |
| 2024-06-30 | $269k | 494 | 544.70 |
| 2024-03-31 | $258k | 493 | 522.96 |
| 2023-12-31 | $233k | 490 | 475.29 |
| 2023-09-30 | $208k | 486 | 427.60 |
| 2023-06-30 | $215k | 484 | 443.66 |
| 2022-03-31 | $215k | 478 | 449.79 |
| 2021-12-31 | $222k | 467 | 475.37 |