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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

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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
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