Spdr S&p 500 Etf shares owned by WJ Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by WJ Wealth Management
from 13F filings
Historical chart of WJ Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by WJ Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 3.7k | 522.93 |
| 2023-12-31 | $1.6M | 3.4k | 475.17 |
| 2023-09-30 | $1.4M | 3.2k | 427.48 |
| 2023-06-30 | $884k | 2.0k | 443.28 |
| 2022-12-31 | $2.8M | 7.4k | 382.43 |
| 2022-09-30 | $4.5M | 13k | 357.88 |
| 2022-06-30 | $205k | 538 | 381.04 |
| 2022-03-31 | $290k | 638 | 454.55 |
| 2021-12-31 | $298k | 631 | 472.27 |
| 2021-09-30 | $220k | 1.0k | 214.01 |