Spdr S&p 500 Etf shares owned by Asset Planning Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Asset Planning Services
from 13F filings
Historical chart of Asset Planning Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Asset Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $559k | 839 | 666.27 |
| 2025-06-30 | $518k | 839 | 617.40 |
| 2025-03-31 | $669k | 1.2k | 559.36 |
| 2024-12-31 | $728k | 1.2k | 586.15 |
| 2024-09-30 | $753k | 1.3k | 573.93 |
| 2024-06-30 | $762k | 1.4k | 543.90 |
| 2024-03-31 | $844k | 1.6k | 522.92 |
| 2023-12-31 | $986k | 2.1k | 475.41 |
| 2023-09-30 | $878k | 2.1k | 427.67 |
| 2023-06-30 | $1.1M | 2.4k | 443.17 |
| 2023-03-31 | $999k | 2.4k | 409.59 |
| 2022-12-31 | $965k | 2.5k | 382.33 |
| 2022-09-30 | $902k | 2.5k | 357.09 |
| 2022-06-30 | $953k | 2.5k | 377.28 |
| 2022-03-31 | $843k | 1.9k | 451.77 |
| 2021-12-31 | $687k | 1.4k | 475.10 |
| 2021-09-30 | $604k | 1.4k | 429.28 |
| 2021-06-30 | $559k | 1.3k | 427.70 |
| 2021-03-31 | $518k | 1.3k | 396.33 |
| 2020-12-31 | $601k | 1.6k | 373.99 |
| 2020-09-30 | $538k | 1.6k | 334.79 |
| 2020-06-30 | $403k | 1.3k | 308.34 |
| 2020-03-31 | $329k | 1.3k | 257.64 |
| 2019-12-31 | $400k | 1.2k | 322.06 |
| 2019-09-30 | $369k | 1.2k | 297.10 |
| 2019-06-30 | $364k | 1.2k | 293.08 |
| 2019-03-31 | $365k | 1.3k | 282.51 |
| 2018-12-31 | $373k | 1.5k | 250.00 |
| 2018-09-30 | $432k | 1.5k | 290.72 |
| 2018-06-30 | $403k | 1.5k | 271.38 |
| 2018-03-31 | $390k | 1.5k | 262.63 |
| 2017-12-31 | $396k | 1.5k | 266.67 |
| 2017-09-30 | $373k | 1.5k | 251.18 |
| 2017-06-30 | $359k | 1.5k | 241.75 |
| 2017-03-31 | $350k | 1.5k | 235.69 |
| 2016-12-31 | $332k | 1.5k | 223.57 |
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