Spdr S&p 500 Etf shares owned by Adviser Investments
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $92M | 139k | 666.18 |
| 2025-06-30 | $86M | 139k | 617.85 |
| 2025-03-31 | $78M | 139k | 559.39 |
| 2024-12-31 | $64M | 109k | 586.08 |
| 2024-09-30 | $58M | 100k | 573.76 |
| 2024-06-30 | $54M | 99k | 544.22 |
| 2024-03-31 | $49M | 93k | 523.07 |
| 2023-12-31 | $42M | 88k | 475.31 |
| 2023-09-30 | $31M | 72k | 427.48 |
| 2023-06-30 | $31M | 70k | 443.28 |
| 2023-03-31 | $25M | 61k | 409.39 |
| 2022-12-31 | $24M | 62k | 395.52 |
| 2022-09-30 | $22M | 62k | 357.18 |
| 2022-06-30 | $23M | 62k | 377.24 |
| 2022-03-31 | $28M | 62k | 451.64 |
| 2021-12-31 | $30M | 64k | 474.96 |
| 2021-09-30 | $27M | 63k | 429.15 |
| 2021-06-30 | $27M | 63k | 428.07 |
| 2021-03-31 | $25M | 64k | 396.33 |
| 2020-12-31 | $24M | 63k | 373.87 |
| 2020-09-30 | $22M | 66k | 334.89 |
| 2020-06-30 | $26M | 83k | 308.35 |
| 2020-03-31 | $18M | 71k | 257.75 |
| 2019-12-31 | $24M | 73k | 321.86 |
| 2019-09-30 | $23M | 77k | 296.77 |
| 2019-06-30 | $23M | 79k | 293.01 |
| 2019-03-31 | $23M | 80k | 282.48 |
| 2018-12-31 | $20M | 81k | 249.92 |
| 2018-09-30 | $24M | 83k | 290.72 |
| 2018-06-30 | $24M | 90k | 271.28 |
| 2018-03-31 | $25M | 96k | 263.15 |
| 2017-12-31 | $27M | 101k | 266.86 |
| 2017-09-30 | $26M | 103k | 251.23 |
| 2017-06-30 | $24M | 100k | 241.80 |
| 2017-03-31 | $24M | 103k | 235.74 |
| 2016-12-31 | $630k | 2.8k | 223.64 |