Spdr S&p 500 Etf shares owned by Willingdon Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Willingdon Wealth Management
from 13F filings
Historical chart of Willingdon Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Willingdon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $7.3M | 28k | 257.75 |
| 2019-12-31 | $11M | 33k | 321.87 |
| 2019-09-30 | $9.8M | 33k | 296.78 |
| 2019-06-30 | $8.9M | 30k | 292.99 |
| 2019-03-31 | $8.2M | 29k | 282.48 |
| 2018-12-31 | $7.7M | 31k | 249.92 |
| 2018-09-30 | $8.8M | 30k | 290.71 |
| 2018-06-30 | $8.3M | 31k | 271.29 |
| 2018-03-31 | $10M | 38k | 263.16 |
| 2017-12-31 | $12M | 45k | 266.87 |
| 2017-09-30 | $11M | 42k | 251.22 |
| 2017-06-30 | $6.7M | 28k | 241.81 |
| 2017-03-31 | $3.6M | 15k | 235.73 |
| 2016-12-31 | $1.8M | 8.0k | 223.51 |
| 2016-09-30 | $1.5M | 7.1k | 216.24 |
| 2015-12-31 | $1.1M | 5.2k | 203.86 |
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