Spdr S&p 500 Etf shares owned by Apella Capital
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $52M | 79k | 660.64 |
| 2025-06-30 | $31M | 50k | 620.68 |
| 2025-03-31 | $7.1M | 13k | 548.63 |
| 2024-12-31 | $7.8M | 13k | 586.09 |
| 2024-09-30 | $7.1M | 13k | 568.85 |
| 2024-06-30 | $6.4M | 12k | 555.80 |
| 2024-03-31 | $4.5M | 8.7k | 519.31 |
| 2023-12-31 | $4.0M | 8.7k | 467.28 |
| 2023-09-30 | $3.5M | 8.1k | 427.46 |
| 2023-06-30 | $3.4M | 7.7k | 443.30 |
| 2022-12-31 | $3.4M | 8.9k | 382.42 |
| 2022-09-30 | $3.1M | 8.7k | 357.17 |
| 2022-06-30 | $3.3M | 8.7k | 377.27 |
| 2022-03-31 | $4.0M | 8.9k | 451.63 |
| 2021-12-31 | $4.0M | 8.5k | 474.93 |
| 2021-09-30 | $6.5M | 15k | 433.09 |
| 2021-06-30 | $6.1M | 14k | 428.05 |
| 2021-03-31 | $1.1M | 2.8k | 396.35 |
| 2020-12-31 | $1.0M | 2.7k | 373.70 |
| 2020-09-30 | $902k | 2.7k | 335.07 |
| 2020-06-30 | $830k | 2.7k | 308.32 |
| 2020-03-31 | $694k | 2.7k | 257.80 |