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Spdr S&p 500 Etf shares owned by Kuehl Shepherd Kozlowski & Associates

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Kuehl Shepherd Kozlowski & Associates from 13F filings

Historical chart of Kuehl Shepherd Kozlowski & Associates investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Kuehl Shepherd Kozlowski & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Kuehl Shepherd Kozlowski & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 5.8k 487.39
2023-09-30 $2.5M 5.8k 431.53
2023-06-30 $2.6M 5.8k 455.46
2023-03-31 $2.1M 5.3k 405.15
2022-12-31 $2.2M 5.3k 406.48
2022-09-30 $2.1M 5.5k 371.07
2022-06-30 $2.5M 6.2k 398.81
2022-03-31 $4.2M 9.5k 438.29
2021-12-31 $5.7M 12k 474.98
2021-09-30 $982k 2.2k 446.97
2021-06-30 $946k 2.2k 430.98
2021-03-31 $910k 2.2k 406.61
2020-12-31 $819k 2.2k 373.97
2020-09-30 $2.4M 7.1k 334.89
2020-06-30 $674k 2.2k 308.47
2020-03-31 $562k 2.2k 257.56
2019-12-31 $701k 2.2k 321.71
2019-09-30 $664k 2.2k 296.96
2019-06-30 $202k 688 293.60
2018-12-31 $354k 1.2k 290.64
2018-09-30 $354k 1.2k 290.64
2018-06-30 $329k 1.2k 271.23
2018-03-31 $323k 1.2k 262.82
2017-12-31 $293k 1.1k 266.85
2017-09-30 $285k 1.1k 251.32
2017-06-30 $297k 1.2k 241.46
2017-03-31 $279k 1.2k 235.44
2016-12-31 $206k 923 223.19
2016-06-30 $229k 1.1k 209.90
2016-03-31 $233k 1.1k 205.47
2015-12-31 $224k 1.1k 204.38
2015-09-30 $213k 1.1k 191.72
2015-06-30 $221k 1.1k 206.16
2015-03-31 $234k 1.1k 206.71
2014-12-31 $344k 1.7k 205.25
2014-09-30 $332k 1.7k 197.15
2014-06-30 $328k 1.7k 195.82
2014-03-31 $339k 1.8k 186.78
2013-12-31 $341k 1.8k 184.42
2013-09-30 $309k 1.8k 168.03
2013-06-30 $334k 2.1k 160.50

More positions owned by Kuehl Shepherd Kozlowski & Associates

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Mega Cap Index (MGC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Kuehl Shepherd Kozlowski & Associates

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf