Spdr S&p 500 Etf shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 37k | 666.17 |
| 2025-06-30 | $24M | 38k | 617.85 |
| 2025-03-31 | $22M | 40k | 559.39 |
| 2024-12-31 | $25M | 43k | 586.08 |
| 2024-09-30 | $36M | 63k | 573.76 |
| 2024-06-30 | $34M | 63k | 544.22 |
| 2024-03-31 | $33M | 63k | 523.07 |
| 2023-09-30 | $27M | 64k | 427.48 |
| 2023-06-30 | $29M | 65k | 443.28 |
| 2023-03-31 | $38M | 93k | 409.39 |
| 2022-12-31 | $35M | 92k | 382.43 |
| 2022-09-30 | $46M | 128k | 357.18 |
| 2022-06-30 | $48M | 127k | 377.25 |
| 2022-03-31 | $59M | 130k | 451.64 |
| 2021-12-31 | $70M | 147k | 474.96 |
| 2021-09-30 | $63M | 147k | 429.14 |
| 2021-06-30 | $63M | 146k | 428.06 |
| 2021-03-31 | $56M | 142k | 396.33 |
| 2020-12-31 | $52M | 138k | 373.88 |
| 2020-09-30 | $49M | 147k | 334.89 |
| 2020-06-30 | $48M | 154k | 308.36 |
| 2020-03-31 | $33M | 126k | 257.75 |
| 2019-12-31 | $81M | 251k | 321.86 |
| 2019-09-30 | $74M | 248k | 296.77 |
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