Spdr S&p 500 Etf shares owned by Birch Financial Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Birch Financial Group
from 13F filings
Historical chart of Birch Financial Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Birch Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $734k | 1.1k | 681.70 |
| 2025-09-30 | $636k | 955 | 666.35 |
| 2025-06-30 | $589k | 953 | 617.61 |
| 2025-03-31 | $342k | 612 | 559.18 |
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