Spdr S&p 500 Etf shares owned by DHJJ Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by DHJJ Financial Advisors
from 13F filings
Historical chart of DHJJ Financial Advisors 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 DHJJ Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by DHJJ Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 7.2k | 666.14 |
| 2025-06-30 | $4.5M | 7.3k | 617.84 |
| 2025-03-31 | $4.0M | 7.2k | 559.37 |
| 2024-12-31 | $4.2M | 7.2k | 586.06 |
| 2024-09-30 | $4.3M | 7.5k | 573.75 |
| 2024-06-30 | $4.0M | 7.4k | 544.25 |
| 2024-03-31 | $3.7M | 7.0k | 523.06 |
| 2023-12-31 | $3.4M | 7.2k | 475.29 |
| 2023-09-30 | $3.1M | 7.3k | 427.45 |
| 2023-06-30 | $3.2M | 7.3k | 443.25 |
| 2023-03-31 | $3.0M | 7.4k | 409.42 |
| 2022-12-31 | $2.9M | 7.6k | 382.17 |
| 2022-09-30 | $2.9M | 8.1k | 357.20 |
| 2022-06-30 | $3.1M | 8.1k | 377.28 |
| 2022-03-31 | $3.5M | 7.8k | 452.89 |
| 2021-12-31 | $3.6M | 7.7k | 475.66 |
| 2021-09-30 | $3.4M | 8.0k | 429.27 |
| 2021-06-30 | $3.5M | 8.2k | 428.12 |
| 2021-03-31 | $3.3M | 8.3k | 396.36 |
| 2020-12-31 | $3.1M | 8.3k | 373.88 |