Spdr S&p 500 Etf shares owned by Western Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management 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 Western Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 50k | 666.18 |
| 2025-06-30 | $25M | 40k | 617.85 |
| 2025-03-31 | $23M | 40k | 559.39 |
| 2024-12-31 | $4.4M | 7.5k | 586.10 |
| 2024-09-30 | $29M | 51k | 573.75 |
| 2024-06-30 | $23M | 42k | 544.21 |
| 2024-03-31 | $21M | 41k | 523.07 |
| 2023-12-31 | $21M | 43k | 475.30 |
| 2023-09-30 | $17M | 40k | 427.48 |
| 2023-06-30 | $19M | 42k | 443.28 |
| 2023-03-31 | $14M | 35k | 409.38 |
| 2022-12-31 | $14M | 35k | 382.43 |
| 2022-09-30 | $28M | 77k | 358.65 |
| 2022-06-30 | $29M | 76k | 378.06 |
| 2022-03-31 | $37M | 82k | 451.65 |
| 2021-12-31 | $22M | 46k | 474.62 |
| 2021-06-30 | $18M | 42k | 428.15 |
| 2021-03-31 | $16M | 42k | 396.33 |
| 2020-12-31 | $16M | 42k | 373.87 |
| 2020-09-30 | $13M | 39k | 334.95 |
| 2020-06-30 | $10M | 33k | 308.42 |
| 2020-03-31 | $11M | 62k | 174.35 |
| 2019-12-31 | $8.3M | 26k | 321.85 |
| 2019-09-30 | $7.2M | 25k | 286.42 |
| 2019-06-30 | $151k | 24k | 6.25 |
| 2019-03-31 | $6.6M | 24k | 281.76 |
| 2018-12-31 | $4.4M | 18k | 248.56 |