Spdr S&p 500 Etf shares owned by Brown Financial Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Brown Financial Advisory
from 13F filings
Historical chart of Brown Financial Advisory investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Brown Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $512k | 768 | 666.04 |
| 2025-06-30 | $474k | 768 | 617.72 |
| 2025-03-31 | $430k | 768 | 559.27 |
| 2024-12-31 | $339k | 579 | 586.08 |
| 2024-09-30 | $332k | 579 | 573.76 |
| 2024-06-30 | $315k | 579 | 544.22 |
| 2024-03-31 | $303k | 579 | 523.07 |
| 2023-12-31 | $267k | 562 | 475.31 |
| 2023-09-30 | $259k | 606 | 427.48 |
| 2023-06-30 | $290k | 654 | 443.28 |
| 2023-03-31 | $270k | 660 | 409.39 |
| 2022-12-31 | $220k | 576 | 382.43 |
| 2022-09-30 | $206k | 576 | 357.64 |
| 2022-06-30 | $217k | 576 | 376.74 |
| 2022-03-31 | $260k | 576 | 451.39 |
| 2021-12-31 | $274k | 576 | 475.69 |
| 2021-09-30 | $247k | 576 | 428.82 |
| 2021-06-30 | $247k | 576 | 428.82 |
| 2021-03-31 | $228k | 576 | 395.83 |
| 2020-12-31 | $215k | 576 | 373.26 |