Spdr S&p 500 Etf shares owned by Advisory Research
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Advisory Research
from 13F filings
Historical chart of Advisory Research investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Advisory Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $582k | 873 | 666.18 |
| 2025-06-30 | $283k | 458 | 617.85 |
| 2024-12-31 | $598k | 1.0k | 586.08 |
| 2024-06-30 | $312k | 574 | 544.22 |
| 2024-03-31 | $225k | 430 | 523.07 |
| 2023-12-31 | $2.0M | 4.2k | 475.31 |
| 2023-09-30 | $239k | 558 | 427.48 |
| 2023-06-30 | $250k | 563 | 443.28 |
| 2023-03-31 | $367k | 897 | 409.39 |
| 2022-12-31 | $587k | 1.5k | 382.43 |
| 2022-09-30 | $647k | 1.8k | 357.06 |
| 2022-06-30 | $353k | 781 | 451.98 |
| 2022-03-31 | $353k | 781 | 451.98 |
| 2021-12-31 | $2.9M | 6.1k | 475.01 |
| 2020-12-31 | $1.6M | 4.2k | 373.93 |
| 2020-03-31 | $323k | 1.3k | 257.37 |
| 2019-12-31 | $3.3M | 10k | 321.84 |
| 2018-12-31 | $745k | 3.0k | 249.92 |
| 2015-12-31 | $398k | 2.0k | 204.10 |
| 2015-06-30 | $1.3M | 6.5k | 205.82 |
| 2015-03-31 | $2.5M | 12k | 206.43 |
| 2014-12-31 | $1.8M | 8.8k | 205.59 |