Spdr S&p 500 Etf shares owned by Cypress Financial Planning
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Cypress Financial Planning
from 13F filings
Historical chart of Cypress Financial Planning investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Cypress Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 10k | 666.18 |
| 2025-06-30 | $6.4M | 10k | 617.85 |
| 2025-03-31 | $5.8M | 10k | 559.39 |
| 2024-12-31 | $6.5M | 11k | 586.08 |
| 2024-09-30 | $6.5M | 11k | 573.76 |
| 2024-06-30 | $6.4M | 12k | 544.22 |
| 2024-03-31 | $5.1M | 9.8k | 523.07 |
| 2023-12-31 | $4.3M | 9.2k | 467.28 |
| 2023-09-30 | $4.4M | 10k | 427.48 |
| 2023-06-30 | $4.9M | 11k | 443.79 |
| 2023-03-31 | $4.5M | 11k | 410.95 |
| 2022-12-31 | $4.8M | 13k | 380.82 |
| 2022-09-30 | $3.8M | 11k | 357.18 |
| 2022-06-30 | $3.9M | 10k | 377.21 |
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