Spdr S&p 500 Etf shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $33M | 57k | 586.08 |
| 2024-09-30 | $32M | 55k | 573.76 |
| 2024-06-30 | $30M | 55k | 544.22 |
| 2024-03-31 | $29M | 56k | 523.07 |
| 2023-12-31 | $17M | 36k | 475.31 |
| 2023-09-30 | $15M | 36k | 427.48 |
| 2023-06-30 | $13M | 29k | 443.29 |
| 2023-03-31 | $11M | 28k | 409.39 |
| 2022-12-31 | $11M | 28k | 382.43 |
| 2022-09-30 | $9.8M | 27k | 357.19 |
| 2022-06-30 | $10M | 27k | 377.24 |
| 2022-03-31 | $10M | 22k | 451.63 |