Spdr S&p 500 Etf shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $20M | 37k | 523.07 |
| 2023-12-31 | $17M | 37k | 475.31 |
| 2023-09-30 | $17M | 39k | 427.48 |
| 2023-06-30 | $17M | 39k | 443.30 |
| 2023-03-31 | $15M | 36k | 409.40 |
| 2022-12-31 | $14M | 36k | 382.44 |
| 2022-09-30 | $13M | 35k | 357.18 |
| 2022-06-30 | $13M | 35k | 377.24 |
| 2022-03-31 | $12M | 26k | 451.64 |
| 2021-12-31 | $13M | 27k | 474.94 |
| 2021-09-30 | $11M | 26k | 429.12 |
| 2021-06-30 | $12M | 28k | 428.06 |
| 2021-03-31 | $12M | 31k | 396.34 |
| 2020-12-31 | $12M | 32k | 373.87 |
| 2020-09-30 | $11M | 34k | 334.90 |
| 2020-06-30 | $12M | 38k | 308.36 |
| 2020-03-31 | $11M | 43k | 257.74 |
| 2019-12-31 | $7.1M | 22k | 321.86 |
| 2019-09-30 | $3.7M | 13k | 296.76 |
| 2019-06-30 | $3.8M | 13k | 292.96 |
| 2019-03-31 | $3.8M | 13k | 282.49 |
| 2018-12-31 | $1.6M | 6.5k | 249.89 |
| 2018-09-30 | $1.9M | 6.6k | 290.78 |
| 2018-06-30 | $1.7M | 6.3k | 271.27 |
| 2018-03-31 | $1.6M | 5.9k | 270.46 |
| 2017-12-31 | $1.5M | 5.8k | 266.82 |
| 2017-09-30 | $1.5M | 6.0k | 251.13 |
| 2017-06-30 | $1.3M | 5.2k | 241.72 |
| 2017-03-31 | $1.3M | 5.4k | 235.74 |
| 2016-12-31 | $813k | 3.6k | 223.66 |
| 2016-09-30 | $803k | 3.7k | 216.21 |
| 2016-06-30 | $799k | 3.8k | 209.55 |
| 2016-03-31 | $682k | 3.3k | 205.61 |
| 2015-12-31 | $676k | 3.3k | 203.92 |
| 2015-09-30 | $675k | 3.5k | 191.71 |
| 2015-06-30 | $735k | 3.6k | 205.88 |
| 2015-03-31 | $744k | 3.6k | 206.55 |
| 2014-12-31 | $783k | 3.9k | 202.59 |
| 2014-09-30 | $586k | 3.0k | 196.38 |
| 2014-06-30 | $319k | 1.6k | 196.31 |
| 2014-03-31 | $302k | 1.6k | 185.96 |
| 2013-12-31 | $606k | 3.3k | 184.42 |
| 2013-09-30 | $273k | 1.6k | 168.21 |