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Spdr S&p 500 Etf shares owned by Plan

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

Historical chart of Plan 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 Plan 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 Plan

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 5.9k 475.32
2023-09-30 $2.5M 5.8k 427.52
2023-06-30 $3.0M 6.8k 443.29
2023-03-31 $2.7M 6.7k 409.37
2022-12-31 $2.6M 6.7k 382.44
2022-09-30 $2.6M 7.2k 357.11
2022-06-30 $2.7M 7.2k 377.23
2022-03-31 $2.5M 5.6k 451.65
2021-12-31 $2.9M 6.0k 475.00
2021-09-30 $2.6M 6.0k 429.12
2021-06-30 $2.5M 5.9k 428.02
2021-03-31 $2.3M 5.7k 396.23
2020-12-31 $2.2M 5.9k 373.87
2020-09-30 $2.1M 6.3k 334.87
2020-06-30 $1.9M 6.3k 308.39
2020-03-31 $1.6M 6.4k 257.75
2019-12-31 $23M 71k 321.86
2019-09-30 $21M 70k 296.77
2019-06-30 $20M 70k 292.99
2019-03-31 $19M 69k 282.47
2018-12-31 $17M 69k 249.93
2018-09-30 $20M 69k 290.72
2018-06-30 $19M 69k 271.28
2018-03-31 $18M 69k 263.14
2017-12-31 $18M 67k 266.84
2017-09-30 $17M 67k 251.25
2017-06-30 $16M 66k 241.78
2017-03-31 $16M 66k 235.75
2016-12-31 $15M 66k 223.51
2016-03-31 $13M 64k 205.52
2014-06-30 $10M 52k 195.73
2014-03-31 $9.8M 52k 186.87