Spdr Ser Tr sp500 fosl etf shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Spdr Ser Tr sp500 fosl etf (SPYX) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Spdr Ser Tr sp500 fosl etf
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Quarterly reported holdings in Spdr Ser Tr sp500 fosl etf by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 7.3k | 54.85 |
| 2025-06-30 | $372k | 7.3k | 50.93 |
| 2025-03-31 | $334k | 7.3k | 45.75 |
| 2024-12-31 | $350k | 7.3k | 48.15 |
| 2024-09-30 | $343k | 7.3k | 47.25 |
| 2024-06-30 | $323k | 7.2k | 44.60 |
| 2024-03-31 | $309k | 7.2k | 42.80 |
| 2023-09-30 | $249k | 7.2k | 34.73 |
| 2023-06-30 | $255k | 7.1k | 36.17 |
| 2023-03-31 | $231k | 6.9k | 33.24 |
| 2021-09-30 | $85k | 799 | 106.38 |
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