Spdr S&p 500 Etf shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Willow Creek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $915k | 1.4k | 666.56 |
| 2025-06-30 | $849k | 1.4k | 618.20 |
| 2025-03-31 | $699k | 1.2k | 559.74 |
| 2024-12-31 | $732k | 1.2k | 586.45 |
| 2024-09-30 | $726k | 1.3k | 574.12 |
| 2024-06-30 | $685k | 1.3k | 544.56 |
| 2024-03-31 | $669k | 1.3k | 523.39 |
| 2023-12-31 | $547k | 1.1k | 475.64 |
| 2023-09-30 | $494k | 1.2k | 427.77 |
| 2023-06-30 | $517k | 1.2k | 443.58 |
| 2023-03-31 | $478k | 1.2k | 409.63 |
| 2022-12-31 | $447k | 1.2k | 382.71 |
| 2022-09-30 | $421k | 1.2k | 357.39 |
| 2022-06-30 | $444k | 1.2k | 376.91 |
| 2022-03-31 | $539k | 1.2k | 451.80 |
| 2021-12-31 | $568k | 1.2k | 474.92 |
| 2021-09-30 | $438k | 1.0k | 428.99 |
| 2021-06-30 | $456k | 1.1k | 427.77 |
| 2021-03-31 | $422k | 1.1k | 395.87 |
| 2020-12-31 | $398k | 1.1k | 373.36 |
| 2020-09-30 | $259k | 774 | 334.63 |
| 2020-06-30 | $248k | 804 | 308.46 |
| 2020-03-31 | $224k | 869 | 257.77 |
| 2019-12-31 | $346k | 1.1k | 321.56 |
| 2019-09-30 | $319k | 1.1k | 296.47 |
| 2019-06-30 | $272k | 927 | 293.42 |
| 2019-03-31 | $262k | 927 | 282.63 |
| 2018-12-31 | $232k | 927 | 250.27 |
| 2018-09-30 | $269k | 927 | 290.18 |
| 2018-06-30 | $251k | 927 | 270.77 |
| 2018-03-31 | $256k | 973 | 263.10 |
More positions owned by Willow Creek Wealth Management
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