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
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Quarterly reported holdings in Spdr S&p 500 Etf by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 6.4k | 666.21 |
| 2025-06-30 | $3.9M | 6.4k | 617.86 |
| 2025-03-31 | $3.9M | 7.0k | 559.55 |
| 2024-12-31 | $4.1M | 6.9k | 586.10 |
| 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 |