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Spdr S&p 500 Etf shares owned by LifePlan Financial

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $503k 1.5k 334.89
2020-06-30 $339k 1.1k 308.74
2020-03-31 $283k 1.1k 257.74
2019-12-31 $298k 927 321.47
2019-09-30 $275k 927 296.66
2019-06-30 $274k 936 292.74
2019-03-31 $353k 1.2k 282.85
2018-12-31 $144k 575 250.43
2018-09-30 $167k 575 290.43
2018-06-30 $156k 575 271.30
2018-03-31 $102k 387 263.57
2014-03-31 $7.0k 36 194.44
2013-12-31 $7.0k 36 194.44
2013-09-30 $6.0k 36 166.67
2013-06-30 $6.0k 36 166.67