Spdr S&p 500 Etf shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $10M | 24k | 419.35 |
| 2021-06-30 | $12M | 29k | 427.93 |
| 2021-03-31 | $11M | 29k | 396.32 |
| 2020-12-31 | $17M | 45k | 373.33 |
| 2020-09-30 | $15M | 44k | 334.88 |
| 2020-06-30 | $14M | 47k | 308.29 |
| 2020-03-31 | $8.2M | 32k | 257.57 |
| 2019-12-31 | $5.5M | 17k | 321.69 |
| 2019-09-30 | $5.0M | 17k | 296.64 |
| 2019-06-30 | $4.8M | 16k | 292.96 |
| 2019-03-31 | $4.4M | 16k | 282.35 |
| 2018-12-31 | $2.3M | 9.4k | 249.89 |
| 2018-09-30 | $6.0M | 21k | 290.73 |
| 2018-06-30 | $6.3M | 23k | 271.30 |
| 2018-03-31 | $5.9M | 23k | 263.07 |
| 2017-12-31 | $6.9M | 26k | 266.86 |