Spdr S&p 500 Etf shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $270k | 536 | 503.53 |
| 2023-12-31 | $2.7M | 5.7k | 476.49 |
| 2023-09-30 | $248k | 582 | 426.43 |
| 2023-06-30 | $261k | 589 | 443.28 |
| 2023-03-31 | $248k | 596 | 415.51 |
| 2022-12-31 | $289k | 699 | 412.83 |
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