Spdr S&p 500 Etf shares owned by WP Advisors
Historical chart of WP Advisors investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by WP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by WP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $582k | 873 | 666.20 |
| 2025-06-30 | $563k | 912 | 617.73 |
| 2025-03-31 | $509k | 909 | 559.38 |
| 2024-12-31 | $531k | 906 | 586.12 |
| 2024-09-30 | $518k | 903 | 574.03 |
| 2024-06-30 | $472k | 867 | 544.00 |
| 2024-03-31 | $336k | 642 | 522.77 |
| 2023-12-31 | $267k | 561 | 475.63 |
| 2023-09-30 | $218k | 509 | 427.86 |
| 2023-06-30 | $226k | 511 | 442.94 |
| 2023-03-31 | $208k | 509 | 409.21 |
| 2022-03-31 | $261k | 577 | 452.34 |
| 2021-12-31 | $247k | 520 | 475.00 |
| 2021-09-30 | $222k | 518 | 428.57 |
| 2021-06-30 | $266k | 621 | 428.34 |
| 2021-03-31 | $245k | 619 | 395.80 |
| 2020-12-31 | $2.2M | 5.9k | 373.81 |
| 2020-09-30 | $2.0M | 5.9k | 334.92 |
| 2020-06-30 | $1.8M | 5.9k | 308.31 |
| 2020-03-31 | $1.5M | 5.8k | 257.72 |
| 2019-03-31 | $1.6M | 573 | 2823.73 |
| 2018-09-30 | $165k | 567 | 291.01 |
| 2018-06-30 | $165k | 607 | 271.83 |