Spdr S&p 500 Etf shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Whalen Wealth Management 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 Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.8k | 666.24 |
| 2025-06-30 | $1.5M | 2.5k | 617.76 |
| 2025-03-31 | $1.5M | 2.7k | 559.46 |
| 2024-12-31 | $973k | 1.7k | 586.24 |
| 2024-09-30 | $730k | 1.3k | 573.93 |
| 2024-06-30 | $467k | 858 | 544.40 |
| 2024-03-31 | $406k | 775 | 523.21 |