Spdr S&p 500 Etf shares owned by Brio Consultants
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 549 | 666.18 |
| 2025-06-30 | $315k | 510 | 617.85 |
| 2025-03-31 | $249k | 445 | 559.82 |
| 2024-12-31 | $268k | 458 | 586.08 |
| 2024-09-30 | $263k | 458 | 573.76 |
| 2024-06-30 | $249k | 458 | 544.22 |
| 2023-06-30 | $319k | 720 | 443.28 |
| 2023-03-31 | $202k | 494 | 409.39 |
| 2022-12-31 | $385k | 1.0k | 382.43 |
| 2022-09-30 | $408k | 1.1k | 378.48 |
| 2022-06-30 | $222k | 586 | 378.84 |
| 2022-03-31 | $312k | 691 | 451.52 |
| 2021-12-31 | $328k | 691 | 474.67 |
| 2021-09-30 | $455k | 1.1k | 428.84 |
| 2021-06-30 | $330k | 770 | 428.57 |
| 2021-03-31 | $410k | 1.0k | 396.14 |
| 2020-12-31 | $386k | 1.0k | 373.67 |
| 2020-09-30 | $1.1M | 3.4k | 334.92 |
| 2020-06-30 | $674k | 2.2k | 308.33 |
| 2020-03-31 | $524k | 2.0k | 257.87 |
| 2019-12-31 | $628k | 2.0k | 321.72 |
| 2019-09-30 | $578k | 1.9k | 296.87 |
| 2019-06-30 | $318k | 1.1k | 292.82 |
| 2018-12-31 | $277k | 1.1k | 249.55 |