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Spdr S&p 500 Etf shares owned by Strategic Wealth Management Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Strategic Wealth Management Group from 13F filings

Historical chart of Strategic Wealth Management Group 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 Strategic Wealth Management Group 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 Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.0M 4.7k 428.12
2021-03-31 $2.0M 5.1k 396.41
2020-12-31 $1.9M 5.1k 373.85
2020-09-30 $1.7M 5.1k 334.90
2020-06-30 $1.7M 5.5k 308.36
2020-03-31 $1.3M 4.9k 257.74
2019-12-31 $1.4M 4.5k 321.79
2019-09-30 $1.3M 4.3k 296.80
2019-06-30 $1.3M 4.6k 293.10
2019-03-31 $1.3M 4.6k 282.49
2018-12-31 $1.1M 4.5k 249.95