Spdr S&p 500 Etf shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $29M | 77k | 382.43 |
| 2022-09-30 | $27M | 76k | 357.18 |
| 2022-06-30 | $29M | 76k | 377.26 |
| 2022-03-31 | $34M | 75k | 451.64 |
| 2021-12-31 | $12M | 24k | 474.98 |
| 2021-09-30 | $4.4M | 10k | 429.15 |
| 2021-06-30 | $4.4M | 10k | 428.03 |
| 2021-03-31 | $4.6M | 12k | 396.36 |
| 2020-12-31 | $3.6M | 9.6k | 373.91 |
| 2020-09-30 | $1.8M | 5.4k | 334.81 |
| 2020-06-30 | $1.5M | 5.0k | 308.34 |
| 2020-03-31 | $1.7M | 6.5k | 257.75 |
| 2019-12-31 | $1.8M | 5.5k | 321.80 |
| 2019-09-30 | $2.1M | 7.2k | 296.80 |
| 2019-06-30 | $2.1M | 7.2k | 293.04 |
| 2019-03-31 | $1.9M | 6.9k | 282.42 |
| 2018-12-31 | $1.7M | 6.9k | 249.89 |
| 2018-09-30 | $2.0M | 6.8k | 291.64 |
| 2018-06-30 | $2.1M | 7.7k | 271.21 |
| 2018-03-31 | $2.0M | 7.7k | 265.92 |
| 2017-12-31 | $2.0M | 7.5k | 264.00 |
| 2017-09-30 | $1.5M | 6.0k | 251.20 |
| 2017-06-30 | $1.4M | 5.7k | 242.19 |
| 2017-03-31 | $5.0M | 21k | 238.76 |
| 2016-12-31 | $4.4M | 20k | 221.54 |
More positions owned by YorkBridge Wealth Partners
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