Spdr S&p 500 Etf shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management 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 Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Zrc Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.8M | 6.6k | 573.74 |
2024-06-30 | $3.3M | 6.0k | 544.18 |
2024-03-31 | $3.0M | 5.8k | 522.70 |
2023-12-31 | $2.5M | 5.9k | 427.91 |
2023-09-30 | $2.1M | 5.0k | 427.52 |
2023-06-30 | $2.2M | 5.1k | 443.25 |
2023-03-31 | $2.1M | 5.1k | 409.39 |