Spdr S&p 500 Etf shares owned by Allied Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Allied Investment Advisors
from 13F filings
Historical chart of Allied 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 Allied 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 Allied Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.7k | 666.18 |
| 2025-06-30 | $712k | 1.2k | 617.85 |
| 2025-03-31 | $644k | 1.2k | 559.39 |
| 2024-12-31 | $547k | 934 | 586.08 |
| 2024-09-30 | $527k | 919 | 573.76 |
| 2024-06-30 | $500k | 919 | 544.22 |
| 2024-03-31 | $289k | 552 | 522.63 |
| 2023-12-31 | $462k | 971 | 475.31 |
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