Spdr S&p 500 Etf shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $322k | 615 | 523.58 |
| 2023-09-30 | $262k | 615 | 426.02 |
| 2022-12-31 | $393k | 1.0k | 381.92 |
| 2022-09-30 | $400k | 1.0k | 388.73 |
| 2022-06-30 | $422k | 1.1k | 377.12 |
| 2022-03-31 | $505k | 1.1k | 451.30 |
| 2021-12-31 | $834k | 1.8k | 474.94 |
| 2021-09-30 | $753k | 1.8k | 428.82 |
| 2021-06-30 | $751k | 1.8k | 427.68 |
| 2021-03-31 | $696k | 1.8k | 396.36 |
| 2020-12-31 | $656 | 1.8k | 0.37 |
| 2020-09-30 | $588k | 1.8k | 334.66 |
| 2020-06-30 | $541k | 1.8k | 307.91 |
| 2020-03-31 | $453k | 1.8k | 257.83 |
| 2019-12-31 | $565k | 1.8k | 321.57 |