Spdr S&p 500 Etf shares owned by Allen Investment Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Allen Investment Management
from 13F filings
Historical chart of Allen Investment Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Allen Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Allen Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $109M | 163k | 666.18 |
| 2025-06-30 | $93M | 150k | 617.85 |
| 2025-03-31 | $86M | 153k | 559.39 |
| 2024-12-31 | $87M | 148k | 586.08 |
| 2024-09-30 | $78M | 135k | 573.76 |
| 2024-06-30 | $60M | 111k | 544.22 |
| 2024-03-31 | $58M | 111k | 523.07 |
| 2023-09-30 | $44M | 104k | 427.48 |
| 2023-06-30 | $45M | 102k | 443.28 |
| 2023-03-31 | $57M | 140k | 409.39 |
| 2022-12-31 | $53M | 138k | 382.43 |
| 2022-09-30 | $32M | 88k | 357.18 |
| 2022-06-30 | $43M | 113k | 377.25 |
| 2022-03-31 | $32M | 71k | 451.64 |
| 2021-12-31 | $69M | 146k | 474.96 |
| 2021-09-30 | $31M | 73k | 429.14 |
| 2021-06-30 | $35M | 83k | 428.07 |
| 2021-03-31 | $32M | 82k | 396.33 |
| 2020-12-31 | $40M | 107k | 373.88 |
| 2020-09-30 | $18M | 55k | 334.88 |
| 2020-06-30 | $17M | 54k | 308.35 |
| 2020-03-31 | $8.5M | 33k | 257.76 |
| 2019-12-31 | $20M | 61k | 321.86 |
| 2019-09-30 | $9.7M | 33k | 296.77 |
| 2019-06-30 | $9.9M | 34k | 293.01 |
| 2019-03-31 | $9.3M | 33k | 282.48 |
| 2018-12-31 | $13M | 51k | 249.92 |
| 2018-09-30 | $6.8M | 23k | 290.70 |
| 2018-06-30 | $6.4M | 23k | 271.28 |
| 2018-03-31 | $6.8M | 26k | 263.15 |
| 2017-12-31 | $3.9M | 15k | 266.86 |
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