Spdr S&p 500 Etf shares owned by Westshore Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $65M | 120k | 544.22 |
| 2024-03-31 | $62M | 118k | 523.07 |
| 2023-12-31 | $55M | 117k | 475.31 |
| 2023-09-30 | $47M | 110k | 427.48 |
| 2023-06-30 | $43M | 97k | 443.28 |
| 2023-03-31 | $40M | 97k | 409.39 |
| 2022-12-31 | $36M | 94k | 382.43 |
| 2022-09-30 | $32M | 90k | 357.18 |
| 2022-06-30 | $33M | 88k | 377.25 |
| 2022-03-31 | $17M | 38k | 451.64 |
| 2021-12-31 | $16M | 34k | 474.97 |
| 2021-09-30 | $14M | 33k | 429.13 |
| 2021-06-30 | $16M | 38k | 428.07 |
| 2021-03-31 | $15M | 37k | 396.33 |
| 2019-12-31 | $8.2M | 26k | 321.86 |