Spdr S&p 500 Etf shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 4.4k | 475.34 |
| 2023-09-30 | $1.9M | 4.5k | 427.49 |
| 2023-06-30 | $1.8M | 4.1k | 443.33 |
| 2023-03-31 | $1.7M | 4.1k | 409.38 |
| 2022-12-31 | $1.7M | 4.5k | 382.40 |
| 2022-09-30 | $1.7M | 4.8k | 357.20 |
| 2022-06-30 | $1.7M | 4.5k | 377.19 |
| 2022-03-31 | $2.1M | 4.8k | 451.58 |
| 2021-12-31 | $2.2M | 4.6k | 474.87 |
| 2021-09-30 | $2.0M | 4.6k | 429.23 |
| 2021-06-30 | $2.0M | 4.6k | 427.98 |
| 2021-03-31 | $1.8M | 4.7k | 396.31 |
| 2020-12-31 | $1.8M | 4.8k | 373.98 |
| 2020-09-30 | $1.6M | 4.9k | 334.83 |
| 2020-06-30 | $1.5M | 4.9k | 308.30 |
| 2020-03-31 | $1.3M | 5.1k | 257.82 |
| 2019-12-31 | $1.6M | 5.0k | 321.94 |
| 2019-09-30 | $1.5M | 5.0k | 296.65 |
| 2019-06-30 | $1.5M | 5.1k | 292.95 |
| 2019-03-31 | $1.4M | 5.0k | 282.49 |
| 2018-12-31 | $1.2M | 4.6k | 250.00 |
| 2018-09-30 | $1.3M | 4.5k | 290.82 |
| 2018-06-30 | $1.2M | 4.3k | 271.23 |
| 2018-03-31 | $1.1M | 4.2k | 263.26 |
| 2017-12-31 | $1.1M | 4.2k | 266.91 |
More positions owned by White Lighthouse Investment Management
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