Spdr S&p 500 Etf shares owned by United Asset Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by United Asset Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.1M | 9.8k | 523.07 |
2023-12-31 | $5.0M | 11k | 475.31 |
2023-09-30 | $5.0M | 12k | 427.48 |
2023-06-30 | $5.5M | 12k | 443.26 |
2023-03-31 | $5.2M | 13k | 409.37 |
2022-12-31 | $4.9M | 13k | 382.44 |
2022-09-30 | $4.3M | 12k | 357.17 |
2022-06-30 | $4.5M | 12k | 377.27 |
2022-03-31 | $5.7M | 13k | 451.61 |
2021-12-31 | $6.8M | 14k | 474.96 |
2021-09-30 | $6.3M | 15k | 429.11 |
2021-06-30 | $5.5M | 13k | 428.05 |
2021-03-31 | $4.3M | 11k | 396.35 |
2020-12-31 | $3.9M | 11k | 373.84 |
2020-09-30 | $3.4M | 10k | 334.91 |
2020-06-30 | $4.6M | 15k | 308.35 |
2020-03-31 | $4.3M | 17k | 257.77 |
2019-12-31 | $6.3M | 20k | 321.85 |
2019-09-30 | $6.0M | 20k | 296.77 |
2019-06-30 | $5.5M | 19k | 292.99 |
2019-03-31 | $5.1M | 18k | 282.46 |
2018-12-31 | $5.1M | 20k | 249.91 |
2018-09-30 | $6.9M | 24k | 290.71 |
2018-06-30 | $6.4M | 24k | 271.30 |
2018-03-31 | $6.4M | 24k | 263.13 |
2017-12-31 | $6.3M | 24k | 266.85 |
2017-06-30 | $4.2M | 17k | 241.80 |
2017-03-31 | $4.1M | 17k | 235.75 |
2016-12-31 | $4.1M | 18k | 223.53 |
2016-09-30 | $3.6M | 17k | 216.33 |
2016-06-30 | $2.4M | 11k | 209.46 |
2016-03-31 | $2.4M | 12k | 205.53 |
2015-12-31 | $2.0M | 9.6k | 203.89 |
2015-09-30 | $2.0M | 10k | 191.63 |
2015-06-30 | $2.4M | 12k | 205.82 |
2015-03-31 | $2.4M | 11k | 208.42 |
2014-12-31 | $2.3M | 11k | 205.51 |
2014-09-30 | $2.1M | 11k | 197.07 |
2014-06-30 | $2.7M | 14k | 195.72 |
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