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Spdr S&p 500 Etf shares owned by Appropriate Balance Financial Services

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Appropriate Balance Financial Services from 13F filings

Historical chart of Appropriate Balance Financial Services 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 Appropriate Balance Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Appropriate Balance Financial Services

Quarter filed Position value Share count Share price at filing
2017-09-30 $95k 24k 3.98
2017-06-30 $94k 23k 4.14
2017-03-31 $95k 22k 4.24
2016-12-31 $21M 96k 223.52
2016-09-30 $21M 96k 216.30
2016-06-30 $20M 96k 209.47
2016-03-31 $23M 112k 205.52
2015-12-31 $23M 114k 203.86