Spdr S&p 500 Etf shares owned by BT Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by BT Wealth Management
from 13F filings
Historical chart of BT Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by BT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $6.3M | 17k | 377.26 |
| 2022-03-31 | $7.5M | 17k | 451.63 |
| 2021-12-31 | $8.0M | 17k | 474.98 |
| 2021-09-30 | $7.4M | 17k | 429.13 |
| 2021-06-30 | $7.7M | 18k | 428.05 |
| 2021-03-31 | $7.1M | 18k | 396.35 |
| 2020-12-31 | $8.6M | 23k | 373.88 |
| 2020-09-30 | $8.3M | 25k | 334.88 |
| 2020-06-30 | $13M | 41k | 308.37 |
| 2020-03-31 | $12M | 45k | 257.75 |
| 2019-12-31 | $15M | 45k | 321.85 |
| 2019-09-30 | $14M | 46k | 296.77 |
| 2019-06-30 | $13M | 46k | 287.98 |
| 2019-03-31 | $13M | 46k | 282.48 |
| 2018-12-31 | $26M | 95k | 274.38 |
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