Spdr S&p 500 Etf shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 4.3k | 666.21 |
| 2025-06-30 | $2.7M | 4.3k | 617.84 |
| 2025-03-31 | $3.3M | 5.8k | 559.42 |
| 2024-12-31 | $4.2M | 7.2k | 586.09 |
| 2024-09-30 | $4.0M | 7.0k | 573.79 |
| 2024-06-30 | $3.2M | 6.0k | 544.25 |
| 2024-03-31 | $3.1M | 6.0k | 523.03 |
| 2023-12-31 | $3.0M | 6.0k | 501.97 |
| 2023-09-30 | $2.6M | 6.1k | 427.46 |
| 2023-06-30 | $3.0M | 6.7k | 443.29 |
| 2023-03-31 | $2.7M | 6.7k | 409.31 |
| 2022-12-31 | $2.7M | 7.0k | 382.47 |
| 2022-09-30 | $2.0M | 5.5k | 357.13 |
| 2022-06-30 | $927k | 2.5k | 377.14 |
| 2022-03-31 | $1.1M | 2.5k | 451.76 |
| 2021-12-31 | $1.2M | 2.5k | 474.96 |
| 2021-09-30 | $1.1M | 2.5k | 429.26 |
| 2021-06-30 | $510k | 1.2k | 428.21 |
| 2021-03-31 | $674k | 1.7k | 396.47 |
| 2020-12-31 | $342k | 915 | 373.77 |
| 2020-09-30 | $306k | 914 | 334.79 |
| 2020-06-30 | $524k | 1.7k | 308.24 |
| 2020-03-31 | $330k | 1.3k | 257.61 |
| 2019-12-31 | $276k | 859 | 321.30 |
| 2019-09-30 | $261k | 878 | 297.27 |
| 2019-06-30 | $261k | 892 | 292.60 |
| 2019-03-31 | $258k | 915 | 281.97 |
| 2018-12-31 | $473k | 1.9k | 249.74 |
| 2018-09-30 | $233k | 800 | 291.25 |
| 2018-06-30 | $217k | 799 | 271.59 |
| 2018-03-31 | $216k | 822 | 262.77 |
| 2017-12-31 | $219k | 821 | 266.75 |
| 2017-09-30 | $206k | 819 | 251.53 |
| 2017-06-30 | $331k | 1.4k | 241.78 |
| 2017-03-31 | $205k | 869 | 235.90 |
| 2016-12-31 | $205k | 917 | 223.56 |
| 2011-03-31 | $266k | 2.0k | 132.54 |
| 2010-12-31 | $362k | 2.9k | 125.61 |
More positions owned by D L Carlson Investment Group
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