Spdr S&p 500 Etf shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 23k | 523.06 |
| 2023-12-31 | $7.2M | 15k | 475.30 |
| 2023-09-30 | $6.2M | 14k | 427.47 |
| 2023-06-30 | $5.2M | 12k | 443.29 |
| 2023-03-31 | $2.0M | 4.9k | 409.41 |
| 2022-12-31 | $1.8M | 4.7k | 382.43 |
| 2022-09-30 | $13M | 36k | 357.18 |
| 2022-06-30 | $12M | 33k | 377.25 |
| 2022-03-31 | $13M | 29k | 451.63 |
| 2021-12-31 | $14M | 29k | 474.97 |
| 2021-09-30 | $12M | 27k | 429.15 |
| 2021-06-30 | $12M | 28k | 428.32 |
| 2021-03-31 | $11M | 28k | 396.32 |
| 2020-12-31 | $11M | 29k | 373.87 |
| 2020-09-30 | $616k | 1.8k | 334.96 |
| 2020-06-30 | $928k | 3.0k | 308.20 |
| 2020-03-31 | $2.0M | 6.1k | 321.93 |
| 2019-12-31 | $2.0M | 6.1k | 321.93 |
| 2019-09-30 | $1.1M | 3.8k | 296.75 |
| 2019-06-30 | $3.5M | 12k | 288.46 |
| 2019-03-31 | $4.2M | 15k | 288.46 |
| 2018-12-31 | $4.6M | 17k | 275.15 |
| 2018-09-30 | $857k | 2.9k | 290.71 |
| 2018-06-30 | $1.0M | 3.8k | 271.32 |
| 2018-03-31 | $2.9M | 11k | 263.16 |
| 2017-12-31 | $206k | 795 | 259.12 |