Spdr S&p 500 Etf shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 11k | 523.06 |
| 2023-12-31 | $5.0M | 10k | 475.32 |
| 2023-09-30 | $4.6M | 11k | 421.58 |
| 2023-06-30 | $6.0M | 14k | 443.29 |
| 2023-03-31 | $5.5M | 14k | 409.38 |
| 2022-12-31 | $5.2M | 14k | 382.43 |
| 2022-09-30 | $2.8M | 8.0k | 357.12 |
| 2022-06-30 | $3.7M | 9.7k | 377.23 |
| 2022-03-31 | $3.3M | 7.4k | 451.68 |
| 2021-12-31 | $3.5M | 7.4k | 474.91 |
| 2021-09-30 | $3.2M | 4.8k | 652.99 |
| 2021-06-30 | $3.3M | 7.8k | 428.02 |
| 2021-03-31 | $2.8M | 7.1k | 396.35 |
| 2020-12-31 | $2.6M | 7.0k | 373.92 |
| 2020-09-30 | $2.1M | 6.3k | 334.86 |
| 2020-06-30 | $1.7M | 5.4k | 308.33 |
| 2020-03-31 | $1.7M | 6.6k | 257.81 |
| 2019-12-31 | $2.0M | 6.3k | 321.79 |
| 2019-09-30 | $1.9M | 6.3k | 296.84 |
| 2019-06-30 | $1.9M | 6.6k | 293.05 |
| 2019-03-31 | $1.9M | 6.6k | 282.47 |
| 2018-12-31 | $1.4M | 5.5k | 249.91 |
| 2018-09-30 | $524k | 1.8k | 290.95 |
| 2018-06-30 | $499k | 1.8k | 271.34 |
| 2018-03-31 | $292k | 1.1k | 262.83 |
| 2017-12-31 | $255k | 954 | 267.30 |
| 2017-09-30 | $239k | 951 | 251.31 |
| 2017-06-30 | $228k | 942 | 242.04 |
| 2017-03-31 | $221k | 940 | 235.11 |
| 2016-12-31 | $209k | 936 | 223.29 |
| 2016-09-30 | $383k | 1.8k | 216.51 |
| 2016-06-30 | $369k | 1.8k | 209.42 |
| 2016-03-31 | $350k | 1.7k | 205.52 |
| 2015-12-31 | $371k | 1.8k | 204.07 |
| 2015-09-30 | $347k | 1.8k | 191.71 |
| 2015-06-30 | $373k | 1.8k | 205.85 |
| 2015-03-31 | $373k | 1.8k | 206.53 |
| 2014-12-31 | $355k | 1.7k | 205.80 |
| 2014-09-30 | $325k | 1.7k | 196.97 |
| 2014-06-30 | $279k | 1.4k | 195.93 |
| 2014-03-31 | $246k | 1.3k | 187.36 |