Spdr S&p 500 Etf shares owned by Westwood Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Westwood Wealth Management
from 13F filings
Historical chart of Westwood Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Westwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 2.3k | 523.07 |
| 2023-12-31 | $1.2M | 2.6k | 475.31 |
| 2023-09-30 | $1.1M | 2.7k | 427.48 |
| 2023-06-30 | $1.2M | 2.7k | 443.28 |
| 2023-03-31 | $1.1M | 2.7k | 409.39 |
| 2022-12-31 | $1.1M | 2.8k | 382.43 |
| 2022-09-30 | $971k | 2.7k | 357.12 |
| 2022-06-30 | $1.0M | 2.7k | 377.19 |
| 2022-03-31 | $1.4M | 3.1k | 451.72 |
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