Spdr S&p 500 Etf shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 5.5k | 523.08 |
| 2023-12-31 | $2.7M | 5.8k | 475.33 |
| 2023-09-30 | $2.4M | 5.7k | 427.46 |
| 2023-06-30 | $2.5M | 5.5k | 443.31 |
| 2023-03-31 | $2.3M | 5.7k | 409.37 |
| 2022-12-31 | $5.0M | 13k | 382.43 |
| 2022-09-30 | $2.1M | 5.8k | 357.14 |
| 2022-06-30 | $2.2M | 5.8k | 377.33 |
| 2022-03-31 | $2.2M | 5.0k | 451.60 |
| 2021-12-31 | $2.4M | 5.0k | 474.87 |
| 2021-09-30 | $2.0M | 4.6k | 429.22 |
| 2021-06-30 | $2.0M | 4.6k | 428.01 |
| 2021-03-31 | $1.9M | 4.8k | 396.28 |
| 2020-12-31 | $2.3M | 5.9k | 383.67 |
| 2020-09-30 | $1.5M | 4.4k | 334.99 |
| 2020-06-30 | $1.2M | 3.9k | 308.38 |
| 2020-03-31 | $1.1M | 4.2k | 257.80 |
| 2019-12-31 | $1.7M | 5.2k | 321.96 |
| 2019-09-30 | $1.2M | 3.9k | 307.27 |
| 2019-06-30 | $693k | 2.3k | 301.57 |
| 2019-03-31 | $642k | 2.3k | 282.32 |
| 2018-12-31 | $1.8M | 7.2k | 249.97 |