Spdr S&p 500 Etf shares owned by WorthPointe
Historical chart of WorthPointe investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by WorthPointe consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr S&p 500 Etf by WorthPointe
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.6M | 10k | 544.23 |
| 2024-03-31 | $11M | 21k | 523.06 |
| 2023-12-31 | $11M | 23k | 475.29 |
| 2023-09-30 | $10M | 24k | 427.49 |
| 2023-06-30 | $11M | 24k | 443.28 |
| 2023-03-31 | $11M | 27k | 409.38 |
| 2022-12-31 | $16M | 41k | 382.44 |
| 2022-09-30 | $1.8M | 30k | 58.00 |
| 2022-06-30 | $10M | 27k | 377.28 |
| 2022-03-31 | $11M | 24k | 451.62 |
| 2021-12-31 | $253k | 53k | 4.74 |