Spdr S&p 500 Etf shares owned by Whitaker-Myers Wealth Managers
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Whitaker-Myers Wealth Managers
from 13F filings
Historical chart of Whitaker-Myers Wealth Managers investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Whitaker-Myers Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 476 | 665.73 |
| 2025-06-30 | $2.7M | 4.4k | 617.87 |
| 2025-03-31 | $1.7M | 3.0k | 559.43 |
| 2024-12-31 | $6.2M | 11k | 586.07 |
| 2024-09-30 | $481k | 838 | 573.63 |
| 2024-06-30 | $1.4M | 2.7k | 544.24 |
| 2024-03-31 | $1.5M | 2.9k | 523.00 |
| 2023-12-31 | $1.1M | 2.3k | 475.27 |
| 2023-09-30 | $416k | 972 | 427.44 |
| 2023-06-30 | $390k | 880 | 443.33 |
| 2023-03-31 | $360k | 878 | 409.58 |
| 2022-12-31 | $341k | 891 | 382.28 |
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