Spdr S&p 500 Etf shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 6.0k | 666.18 |
| 2025-06-30 | $1.7M | 2.8k | 617.85 |
| 2025-03-31 | $1.5M | 2.6k | 559.39 |
| 2024-12-31 | $1.6M | 2.8k | 586.08 |
| 2024-09-30 | $1.6M | 2.7k | 573.76 |
| 2024-06-30 | $1.5M | 2.7k | 544.22 |
| 2024-03-31 | $1.6M | 3.1k | 523.07 |
| 2023-12-31 | $1.2M | 2.6k | 475.31 |
| 2023-09-30 | $1.2M | 2.7k | 427.48 |
| 2023-06-30 | $924k | 2.1k | 443.28 |
| 2023-03-31 | $751k | 1.8k | 409.39 |
| 2022-12-31 | $701k | 1.8k | 382.43 |
| 2022-09-30 | $684k | 1.9k | 357.37 |
| 2022-06-30 | $825k | 2.2k | 377.40 |
| 2022-03-31 | $987k | 2.2k | 451.51 |
| 2021-12-31 | $1.0M | 2.2k | 474.84 |
| 2021-09-30 | $938k | 2.2k | 429.09 |
| 2021-06-30 | $936k | 2.2k | 428.18 |
| 2021-03-31 | $866k | 2.2k | 396.16 |
| 2020-12-31 | $974k | 2.6k | 373.90 |
| 2020-09-30 | $872k | 2.6k | 334.74 |
| 2020-06-30 | $89k | 289 | 307.96 |
| 2020-03-31 | $74k | 289 | 256.06 |
More positions owned by Bourgeon Capital Management
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