Spdr S&p 500 Etf shares owned by WFA of San Diego
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by WFA of San Diego
from 13F filings
Historical chart of WFA of San Diego investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by WFA of San Diego consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr S&p 500 Etf by WFA of San Diego
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $50k | 81 | 617.85 |
| 2024-09-30 | $50k | 87 | 573.77 |
| 2023-09-30 | $39k | 91 | 427.48 |
| 2023-06-30 | $40k | 91 | 443.29 |
| 2022-12-31 | $581k | 1.5k | 382.43 |
| 2022-09-30 | $543k | 1.5k | 357.47 |
| 2022-06-30 | $573k | 1.5k | 377.47 |
| 2022-03-31 | $686k | 1.5k | 451.91 |
| 2021-12-31 | $733k | 1.5k | 475.05 |
| 2021-09-30 | $662k | 1.5k | 429.03 |
| 2021-06-30 | $659k | 1.5k | 427.92 |
| 2021-03-31 | $630k | 1.6k | 396.23 |
| 2020-12-31 | $373 | 1.7k | 0.21 |
| 2020-09-30 | $582k | 1.7k | 334.48 |
| 2020-06-30 | $537k | 1.7k | 308.62 |