Spdr S&p 500 Etf shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 53k | 667.88 |
| 2025-06-30 | $33M | 52k | 619.59 |
| 2025-03-31 | $29M | 52k | 561.09 |
| 2024-12-31 | $31M | 53k | 588.05 |
| 2024-09-30 | $31M | 54k | 575.51 |
| 2024-06-30 | $30M | 56k | 545.98 |
| 2024-03-31 | $29M | 55k | 524.66 |
| 2023-12-31 | $26M | 55k | 477.22 |
| 2023-09-30 | $26M | 61k | 429.06 |
| 2023-06-30 | $27M | 61k | 444.99 |
| 2023-03-31 | $26M | 64k | 410.90 |
| 2022-12-31 | $25M | 66k | 384.21 |
| 2022-09-30 | $24M | 68k | 358.78 |
| 2022-06-30 | $25M | 66k | 378.80 |
| 2022-03-31 | $30M | 67k | 453.01 |
| 2021-12-31 | $32M | 67k | 476.60 |
| 2021-09-30 | $30M | 70k | 430.32 |
| 2021-06-30 | $26M | 59k | 429.43 |
| 2021-03-31 | $24M | 60k | 397.60 |
| 2020-12-31 | $23M | 61k | 375.52 |
| 2020-09-30 | $24M | 72k | 336.21 |
| 2020-06-30 | $26M | 83k | 309.77 |
| 2020-03-31 | $30M | 114k | 259.18 |
| 2019-12-31 | $37M | 114k | 323.43 |
| 2019-09-30 | $35M | 118k | 298.16 |
| 2019-06-30 | $35M | 118k | 297.22 |
| 2019-03-31 | $41M | 144k | 283.72 |
| 2018-12-31 | $42M | 167k | 251.36 |
| 2018-09-30 | $48M | 166k | 292.02 |
| 2018-06-30 | $43M | 158k | 272.57 |
| 2018-03-31 | $43M | 161k | 264.23 |
| 2017-12-31 | $28M | 103k | 268.24 |
| 2017-09-30 | $28M | 112k | 252.44 |
| 2017-06-30 | $28M | 114k | 247.87 |
| 2017-03-31 | $116k | 166k | 0.70 |
| 2016-12-31 | $18M | 80k | 224.86 |