Spdr S&p 500 Etf shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.0M | 2.1k | 475.25 |
| 2023-09-30 | $914k | 2.1k | 427.55 |
| 2023-06-30 | $948k | 2.1k | 443.28 |
| 2023-03-31 | $834k | 2.0k | 409.39 |
| 2022-12-31 | $793k | 2.1k | 382.43 |
| 2022-09-30 | $600k | 1.7k | 356.93 |
| 2022-06-30 | $596k | 1.6k | 376.98 |
| 2022-03-31 | $730k | 1.6k | 451.45 |
| 2021-12-31 | $768k | 1.6k | 474.95 |
| 2021-09-30 | $678k | 1.6k | 428.84 |
| 2021-06-30 | $677k | 1.6k | 428.21 |
| 2021-03-31 | $785k | 2.0k | 396.26 |
| 2020-12-31 | $744k | 2.0k | 373.68 |
| 2020-09-30 | $667k | 2.0k | 335.01 |
| 2020-06-30 | $657k | 2.1k | 308.45 |
| 2020-03-31 | $781k | 3.0k | 257.76 |
| 2019-12-31 | $1.3M | 4.0k | 321.89 |
| 2019-09-30 | $1.4M | 4.6k | 296.82 |
| 2019-06-30 | $781k | 2.7k | 293.06 |
| 2019-03-31 | $763k | 2.7k | 282.49 |
| 2018-12-31 | $675k | 2.7k | 249.91 |
| 2018-09-30 | $785k | 2.7k | 290.63 |
| 2018-06-30 | $733k | 2.7k | 271.38 |
| 2018-03-31 | $632k | 2.4k | 263.22 |
| 2017-12-31 | $372k | 1.4k | 266.67 |
| 2017-09-30 | $350k | 1.4k | 250.90 |
| 2017-06-30 | $337k | 1.4k | 241.58 |
| 2017-03-31 | $329k | 1.4k | 235.67 |
| 2016-12-31 | $312k | 1.4k | 223.66 |
| 2016-09-30 | $302k | 1.4k | 216.49 |
| 2016-06-30 | $292k | 1.4k | 209.32 |
| 2016-03-31 | $287k | 1.4k | 205.73 |
| 2015-12-31 | $317k | 1.6k | 203.86 |
| 2015-09-30 | $98k | 510 | 192.16 |
| 2015-06-30 | $54k | 260 | 207.69 |
| 2015-03-31 | $54k | 260 | 207.69 |
| 2014-12-31 | $53k | 260 | 203.85 |
| 2014-09-30 | $51k | 260 | 196.15 |
| 2014-06-30 | $56k | 285 | 196.49 |
| 2014-03-31 | $49k | 260 | 188.46 |
More positions owned by Mark Sheptoff Financial Planning
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