Spdr S&p 500 Etf shares owned by AIMZ Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by AIMZ Investment Advisors
from 13F filings
Historical chart of AIMZ Investment Advisors 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 AIMZ Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by AIMZ Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 925 | 666.25 |
| 2025-06-30 | $571k | 925 | 617.59 |
| 2025-03-31 | $538k | 961 | 559.39 |
| 2024-12-31 | $439k | 748 | 586.43 |
| 2024-09-30 | $443k | 773 | 573.65 |
| 2024-03-31 | $404k | 772 | 522.83 |
| 2023-12-31 | $376k | 791 | 475.25 |
| 2023-09-30 | $338k | 790 | 427.58 |
| 2023-06-30 | $350k | 790 | 443.00 |
| 2023-03-31 | $323k | 789 | 409.29 |
| 2022-12-31 | $301k | 788 | 381.98 |
| 2022-09-30 | $281k | 787 | 357.05 |
| 2022-06-30 | $297k | 787 | 377.38 |
| 2022-03-31 | $368k | 816 | 450.98 |
| 2021-12-31 | $395k | 831 | 475.33 |
| 2021-09-30 | $386k | 900 | 428.89 |
| 2021-06-30 | $385k | 900 | 427.78 |
| 2021-03-31 | $347k | 876 | 396.12 |
| 2020-12-31 | $327k | 875 | 373.71 |
| 2020-09-30 | $264k | 788 | 335.03 |
| 2020-06-30 | $243k | 787 | 308.77 |
| 2020-03-31 | $203k | 786 | 258.27 |
| 2019-12-31 | $253k | 785 | 322.29 |
| 2019-09-30 | $233k | 784 | 297.19 |
| 2019-06-30 | $229k | 783 | 292.46 |
| 2019-03-31 | $221k | 782 | 282.61 |
| 2018-09-30 | $227k | 779 | 291.40 |
| 2018-06-30 | $211k | 778 | 271.21 |
| 2018-03-31 | $205k | 778 | 263.50 |
| 2017-12-31 | $207k | 776 | 266.75 |